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 | $74,539 | $70,606+5.6% | $53,898+38.3% | $142,382-47.6% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 23.45% | 619.81%-596.4pp | 528.60%-505.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $372 | $1,202-69.1% | $932-60.1% | $4,299-91.3% |
| Participant deferral / active EE | $3,875 | $2,364+63.9% | $1,826+112.2% | $6,507-40.5% |
| Admin fee / account holder | $1,221 | $2,852-57.2% | $2,491-51.0% | $12,624-90.3% |