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 | $7,100 | $101,317-93.0% | $146,958-95.2% | $74,495-90.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.6pp | 67.2%+18.5pp |
| Annual return | 88.97% | 8730.91%-8641.9pp | 418.34%-329.4pp | 1364.94%-1276.0pp |
| Employer contribution / active EE | $498 | $3,810-86.9% | $4,933-89.9% | $2,623-81.0% |
| Participant deferral / active EE | $5,183 | $7,303-29.0% | $8,070-35.8% | $4,346+19.3% |
| Admin fee / account holder | $491 | $1,739-71.8% | $12,998-96.2% | $1,942-74.7% |