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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,976 | $65,908-42.4% | $81,812-53.6% | $77,643-51.1% |
| Participation rate | 27.3% | 65.8%-38.5pp | 72.3%-45.1pp | 70.6%-43.3pp |
| Annual return | 11.24% | 26.64%-15.4pp | 773.79%-762.6pp | 31.24%-20.0pp |
| Employer contribution / active EE | $608 | $2,370-74.4% | $2,912-79.1% | $2,726-77.7% |
| Participant deferral / active EE | $1,047 | $3,505-70.1% | $4,319-75.7% | $4,647-77.5% |
| Admin fee / account holder | $904 | $526+71.7% | $7,386-87.8% | $430+110.0% |