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 | $9,410 | $88,751-89.4% | $81,812-88.5% | $145,922-93.6% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 34.32% | 1025.40%-991.1pp | 773.79%-739.5pp | 561.29%-527.0pp |
| Employer contribution / active EE | $902 | $3,083-70.8% | $2,912-69.0% | $4,660-80.7% |
| Participant deferral / active EE | $1,225 | $4,643-73.6% | $4,319-71.6% | $6,688-81.7% |
| Admin fee / account holder | $1,609 | $8,415-80.9% | $7,386-78.2% | $13,397-88.0% |