See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,210 | $49,915-93.6% | $154,803-97.9% | $74,304-95.7% |
| Participation rate | 82.6% | 54.0%+28.6pp | 78.1%+4.5pp | 60.3%+22.2pp |
| Annual return | 26.48% | 34.06%-7.6pp | 58.88%-32.4pp | 29.43%-2.9pp |
| Employer contribution / active EE | $671 | $1,611-58.3% | $4,305-84.4% | $2,241-70.0% |
| Participant deferral / active EE | $1,329 | $2,255-41.0% | $5,540-76.0% | $3,767-64.7% |
| Admin fee / account holder | $779 | $2,189-64.4% | $14,329-94.6% | $2,969-73.8% |