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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,712 | $159,602-68.9% | $150,045-66.9% | $142,382-65.1% |
| Participation rate | 19.0% | 84.0%-64.9pp | 82.3%-63.3pp | 80.1%-61.1pp |
| Annual return | 4924.01% | 70.24%+4853.8pp | 62.55%+4861.5pp | 217.08%+4706.9pp |
| Employer contribution / active EE | $945 | $4,961-80.9% | $4,693-79.9% | $4,299-78.0% |
| Participant deferral / active EE | $1,043 | $8,310-87.5% | $7,997-87.0% | $6,507-84.0% |
| Admin fee / account holder | $1,119 | $14,846-92.5% | $13,435-91.7% | $12,624-91.1% |