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 | $16,020 | $87,870-81.8% | $113,168-85.8% | $74,304-78.4% |
| Participation rate | 91.2% | 70.7%+20.5pp | 76.6%+14.7pp | 60.3%+30.9pp |
| Annual return | 78.76% | 26.44%+52.3pp | 24.27%+54.5pp | 29.43%+49.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,512 | $4,241+77.1% | $5,107+47.1% | $3,767+99.4% |
| Admin fee / account holder | $917 | $3,368-72.8% | $12,068-92.4% | $2,969-69.1% |