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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,084 | $110,887-17.9% | - | $145,922-37.6% |
| Participation rate | 26.3% | 68.1%-41.8pp | - | 80.3%-54.0pp |
| Annual return | -0.23% | 17.59%-17.8pp | - | 561.29%-561.5pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,582-100.0% | - | $6,688-100.0% |
| Admin fee / account holder | $7,389 | $6,317+17.0% | - | $13,397-44.8% |