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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,421 | $44,960-70.1% | $84,966-84.2% | $74,495-82.0% |
| Participation rate | 65.9% | 49.4%+16.5pp | 67.5%-1.6pp | 67.2%-1.3pp |
| Annual return | 1682.87% | 26.24%+1656.6pp | 66.38%+1616.5pp | 1364.94%+317.9pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,639 | $2,731+69.9% | $4,519+2.6% | $4,346+6.7% |
| Admin fee / account holder | $402 | $2,209-81.8% | $6,149-93.5% | $1,942-79.3% |