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 | $13,293 | $80,673-83.5% | $101,326-86.9% | $84,808-84.3% |
| Participation rate | 89.5% | 77.8%+11.7pp | 81.5%+8.0pp | 68.3%+21.2pp |
| Annual return | 64.97% | 38.95%+26.0pp | 36.82%+28.1pp | 40.90%+24.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,337 | $6,840+21.9% | $7,994+4.3% | $4,212+98.0% |
| Admin fee / account holder | $2,323 | $12,784-81.8% | $11,185-79.2% | $7,344-68.4% |