Filed April 29, 2025
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 | $53,439 | $73,360-27.2% | $177,989-70.0% | $74,495-28.3% |
| Participation rate | 62.7% | 66.6%-3.9pp | 77.1%-14.4pp | 67.2%-4.5pp |
| Annual return | 12.70% | 17.49%-4.8pp | 294.48%-281.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,516 | $4,513+66.5% | $6,276+19.8% | $4,346+73.0% |
| Admin fee / account holder | $4,431 | $1,808+145.1% | $10,363-57.2% | $1,942+128.2% |