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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,256 | $59,097+78.1% | $82,389+27.8% | $74,304+41.7% |
| Participation rate | 41.7% | 52.8%-11.0pp | 69.5%-27.8pp | 60.3%-18.6pp |
| Annual return | 14.98% | 22.85%-7.9pp | 28.67%-13.7pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,405 | $1,601+50.3% | $2,517-4.4% | $2,241+7.3% |
| Participant deferral / active EE | $4,612 | $2,775+66.2% | $4,155+11.0% | $3,767+22.4% |
| Admin fee / account holder | $14,288 | $4,489+218.3% | $7,231+97.6% | $2,969+381.3% |