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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,454 | $111,724-81.7% | $93,606-78.1% | $145,922-86.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 4.80% | 202.98%-198.2pp | 133.20%-128.4pp | 561.29%-556.5pp |
| Employer contribution / active EE | $886 | $3,090-71.3% | $2,420-63.4% | $4,660-81.0% |
| Participant deferral / active EE | $1,267 | $4,912-74.2% | $4,411-71.3% | $6,688-81.1% |
| Admin fee / account holder | $141,465 | $10,250+1280.2% | $8,285+1607.5% | $13,397+955.9% |