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 | $34,316 | $89,753-61.8% | $107,525-68.1% | $84,808-59.5% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 19.75% | 29.48%-9.7pp | 181.32%-161.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,400 | $3,113-55.0% | $3,754-62.7% | $2,631-46.8% |
| Participant deferral / active EE | $5,186 | $4,056+27.9% | $5,116+1.4% | $4,212+23.1% |
| Admin fee / account holder | $1,871 | $7,222-74.1% | $8,919-79.0% | $7,344-74.5% |