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 | $9,523 | $87,013-89.1% | $106,213-91.0% | $80,856-88.2% |
| Participation rate | 89.1% | 70.4%+18.7pp | 75.3%+13.9pp | 67.6%+21.5pp |
| Annual return | 10.79% | 17.05%-6.3pp | 116.14%-105.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $68 | $2,395-97.2% | $3,171-97.9% | $2,755-97.5% |
| Participant deferral / active EE | $3,141 | $3,986-21.2% | $5,016-37.4% | $4,296-26.9% |
| Admin fee / account holder | $3,464 | $8,431-58.9% | $11,033-68.6% | $6,918-49.9% |