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 | $20,365 | $88,634-77.0% | $101,326-79.9% | $74,304-72.6% |
| Participation rate | 89.4% | 76.9%+12.6pp | 81.5%+7.9pp | 60.3%+29.1pp |
| Annual return | 227.61% | 33.10%+194.5pp | 36.82%+190.8pp | 29.43%+198.2pp |
| Employer contribution / active EE | $2 | $2,930-99.9% | $3,665-100.0% | $2,241-99.9% |
| Participant deferral / active EE | $8,717 | $7,322+19.1% | $7,994+9.0% | $3,767+131.4% |
| Admin fee / account holder | $1,352 | $2,425-44.2% | $11,185-87.9% | $2,969-54.5% |