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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,900 | $68,719-94.3% | $91,541-95.7% | $84,808-95.4% |
| Participation rate | 74.1% | 64.5%+9.6pp | 69.8%+4.3pp | 68.3%+5.8pp |
| Annual return | 32.73% | 19.12%+13.6pp | 20.50%+12.2pp | 40.90%-8.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,515 | $3,136-19.8% | $4,008-37.3% | $4,212-40.3% |
| Admin fee / account holder | $965 | $5,786-83.3% | $6,956-86.1% | $7,344-86.9% |