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.
Participant 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 | $5,195 | $84,556-93.9% | $116,228-95.5% | $74,304-93.0% |
| Participation rate | 84.4% | 66.0%+18.4pp | 74.6%+9.9pp | 60.3%+24.1pp |
| Annual return | 19.46% | 18.35%+1.1pp | 90.06%-70.6pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,065 | $2,168-50.9% | $2,994-64.4% | $2,241-52.5% |
| Participant deferral / active EE | $1,495 | $3,814-60.8% | $4,953-69.8% | $3,767-60.3% |
| Admin fee / account holder | $1,444 | $3,792-61.9% | $11,989-88.0% | $2,969-51.4% |