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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,618 | $94,625-93.0% | $116,228-94.3% | $84,808-92.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 0.00% | 20.40%-20.4pp | 90.06%-90.1pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,428 | $2,347+46.1% | $2,994+14.5% | $2,631+30.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,867 | $10,091-71.6% | $11,989-76.1% | $7,344-61.0% |