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 | $14,520 | $111,754-87.0% | $103,333-85.9% | $145,922-90.0% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 14.78% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,174 | $4,212-72.1% | $3,868-69.7% | $4,660-74.8% |
| Participant deferral / active EE | $1,736 | $5,619-69.1% | $5,057-65.7% | $6,688-74.0% |
| Admin fee / account holder | $2,796 | $9,750-71.3% | $8,355-66.5% | $13,397-79.1% |