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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,163 | $50,815-40.6% | $155,509-80.6% | $77,643-61.2% |
| Participation rate | 42.6% | 63.1%-20.5pp | 78.2%-35.6pp | 70.6%-28.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $534 | $1,993-73.2% | $4,672-88.6% | $2,726-80.4% |
| Participant deferral / active EE | $936 | $2,822-66.8% | $5,626-83.4% | $4,647-79.9% |
| Admin fee / account holder | $175 | $437-60.0% | $15,912-98.9% | $430-59.4% |