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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,366 | $114,381-44.6% | $107,525-41.1% | $142,382-55.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 11.87% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $7,882 | $4,015+96.3% | $3,754+110.0% | $4,299+83.3% |
| Participant deferral / active EE | $6,700 | $5,564+20.4% | $5,116+31.0% | $6,507+3.0% |
| Admin fee / account holder | $403 | $9,860-95.9% | $8,919-95.5% | $12,624-96.8% |