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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,803 | $83,902-34.7% | $167,512-67.3% | $84,808-35.4% |
| Participation rate | 60.6% | 66.5%-5.9pp | 77.1%-16.5pp | 68.3%-7.7pp |
| Annual return | 0.00% | 91.55%-91.5pp | 1615.79%-1615.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,017 | $2,264-10.9% | $3,882-48.0% | $2,631-23.3% |
| Participant deferral / active EE | $1,842 | $4,442-58.5% | $6,405-71.2% | $4,212-56.3% |
| Admin fee / account holder | $441 | $7,915-94.4% | $9,769-95.5% | $7,344-94.0% |