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 | $19,583 | $24,733-20.8% | $69,647-71.9% | $74,495-73.7% |
| Participation rate | 27.8% | 63.5%-35.7pp | 66.5%-38.6pp | 67.2%-39.4pp |
| Annual return | 104.45% | 18.55%+85.9pp | 100.48%+4.0pp | 1364.94%-1260.5pp |
| Employer contribution / active EE | $679 | $1,001-32.1% | $1,712-60.3% | $2,623-74.1% |
| Participant deferral / active EE | $1,413 | $1,901-25.6% | $2,886-51.0% | $4,346-67.5% |
| Admin fee / account holder | $437 | $1,892-76.9% | $4,713-90.7% | $1,942-77.5% |