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 | $52,714 | $210,648-75.0% | $177,989-70.4% | $145,922-63.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | -31.03% | 385.86%-416.9pp | 294.48%-325.5pp | 561.29%-592.3pp |
| Employer contribution / active EE | $10,032 | $4,565+119.8% | $3,949+154.1% | $4,660+115.3% |
| Participant deferral / active EE | $10,032 | $6,958+44.2% | $6,276+59.8% | $6,688+50.0% |
| Admin fee / account holder | $19,708 | $12,013+64.1% | $10,363+90.2% | $13,397+47.1% |