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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,472 | $109,881-91.4% | $150,045-93.7% | $84,808-88.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | -67.25% | 28.25%-95.5pp | 62.55%-129.8pp | 40.90%-108.2pp |
| Employer contribution / active EE | $2,451 | $3,561-31.2% | $4,693-47.8% | $2,631-6.9% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,219 | $8,568-74.1% | $13,435-83.5% | $7,344-69.8% |