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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,914 | $67,984-88.4% | $65,493-87.9% | $74,304-89.3% |
| Participation rate | 97.0% | 66.3%+30.7pp | 73.1%+23.9pp | 60.3%+36.7pp |
| Annual return | 20.21% | 19.87%+0.3pp | 982.45%-962.2pp | 29.43%-9.2pp |
| Employer contribution / active EE | $15 | $2,491-99.4% | $2,574-99.4% | $2,241-99.3% |
| Participant deferral / active EE | $2,368 | $3,346-29.2% | $3,961-40.2% | $3,767-37.1% |
| Admin fee / account holder | $457 | $1,373-66.7% | $5,028-90.9% | $2,969-84.6% |