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 | $100,238 | $109,413-8.4% | $156,263-35.9% | $84,808+18.2% |
| Participation rate | 61.4% | 72.7%-11.3pp | 78.9%-17.5pp | 68.3%-6.9pp |
| Annual return | 0.00% | 20.18%-20.2pp | 59.47%-59.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,722 | $2,907-40.8% | $4,333-60.3% | $2,631-34.5% |
| Participant deferral / active EE | $2,855 | $4,590-37.8% | $6,158-53.6% | $4,212-32.2% |
| Admin fee / account holder | $5,699 | $9,357-39.1% | $14,255-60.0% | $7,344-22.4% |