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 | $13,027 | $88,634-85.3% | $101,326-87.1% | $74,304-82.5% |
| Participation rate | 86.1% | 76.9%+9.3pp | 81.5%+4.6pp | 60.3%+25.8pp |
| Annual return | 455.51% | 33.10%+422.4pp | 36.82%+418.7pp | 29.43%+426.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,081 | $7,322-17.0% | $7,994-23.9% | $3,767+61.4% |
| Admin fee / account holder | $1,187 | $2,425-51.0% | $11,185-89.4% | $2,969-60.0% |