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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,316 | $101,317-29.6% | $146,958-51.5% | $74,495-4.3% |
| Participation rate | 57.5% | 75.5%-18.0pp | 82.2%-24.6pp | 67.2%-9.7pp |
| Annual return | 13.96% | 8730.91%-8716.9pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,149 | $3,810-17.3% | $4,933-36.2% | $2,623+20.1% |
| Participant deferral / active EE | $6,222 | $7,303-14.8% | $8,070-22.9% | $4,346+43.2% |
| Admin fee / account holder | $5,576 | $1,739+220.7% | $12,998-57.1% | $1,942+187.2% |