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 | $11,306 | $74,927-84.9% | $101,794-88.9% | $84,808-86.7% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.2%+28.9pp | 68.3%+29.8pp |
| Annual return | -121.88% | 18.70%-140.6pp | 30.53%-152.4pp | 40.90%-162.8pp |
| Employer contribution / active EE | $19,301 | $1,522+1168.3% | $2,289+743.2% | $2,631+633.6% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,173 | $6,514-51.3% | $8,777-63.9% | $7,344-56.8% |