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 | $116,081 | $57,281+102.7% | $86,612+34.0% | $75,163+54.4% |
| Participation rate | 24.0% | 63.2%-39.2pp | 71.7%-47.7pp | 67.2%-43.2pp |
| Annual return | 14.60% | 2670.75%-2656.1pp | 591.07%-576.5pp | 160.62%-146.0pp |
| Employer contribution / active EE | $497 | $2,314-78.5% | $3,022-83.6% | $2,670-81.4% |
| Participant deferral / active EE | $995 | $3,318-70.0% | $4,438-77.6% | $4,125-75.9% |
| Admin fee / account holder | $12,065 | $4,112+193.4% | $5,614+114.9% | $5,651+113.5% |