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 | $910 | $102,317-99.1% | $146,958-99.4% | $80,856-98.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -468.29% | 134.76%-603.1pp | 418.34%-886.6pp | 35.59%-503.9pp |
| Employer contribution / active EE | $4,588 | $3,713+23.6% | $4,933-7.0% | $2,755+66.6% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,033 | $7,941-61.8% | $12,998-76.7% | $6,918-56.2% |