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.)
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 | $61,107 | $132,049-53.7% | $200,582-69.5% | $74,304-17.8% |
| Participation rate | 69.6% | 84.1%-14.5pp | 86.9%-17.3pp | 60.3%+9.2pp |
| Annual return | 18.54% | 22.22%-3.7pp | 42.33%-23.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,680 | $4,558-41.2% | $6,419-58.2% | $2,241+19.6% |
| Participant deferral / active EE | $5,904 | $7,213-18.1% | $9,331-36.7% | $3,767+56.7% |
| Admin fee / account holder | $2,432 | $2,405+1.1% | $16,305-85.1% | $2,969-18.1% |