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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,434 | $214,378-89.1% | $200,582-88.3% | $142,382-83.5% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 20.49% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,955 | $6,841-13.0% | $6,419-7.2% | $4,299+38.5% |
| Participant deferral / active EE | $14,427 | $9,865+46.2% | $9,331+54.6% | $6,507+121.7% |
| Admin fee / account holder | $4,258 | $17,692-75.9% | $16,305-73.9% | $12,624-66.3% |