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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,596 | $114,381-50.5% | $107,525-47.4% | $142,382-60.3% |
| Participation rate | 47.1% | 78.1%-31.1pp | 75.1%-28.0pp | 80.1%-33.1pp |
| Annual return | 5.88% | 242.71%-236.8pp | 181.32%-175.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $918 | $4,015-77.1% | $3,754-75.5% | $4,299-78.6% |
| Participant deferral / active EE | $1,522 | $5,564-72.6% | $5,116-70.2% | $6,507-76.6% |
| Admin fee / account holder | $31,328 | $9,860+217.7% | $8,919+251.3% | $12,624+148.2% |