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 | $25,913 | $177,572-85.4% | $154,803-83.3% | $142,382-81.8% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 4.42% | 65.07%-60.7pp | 58.88%-54.5pp | 217.08%-212.7pp |
| Employer contribution / active EE | $16,530 | $4,810+243.6% | $4,305+283.9% | $4,299+284.5% |
| Participant deferral / active EE | $17,980 | $6,272+186.7% | $5,540+224.5% | $6,507+176.3% |
| Admin fee / account holder | $161,368 | $16,786+861.3% | $14,329+1026.2% | $12,624+1178.3% |