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.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,317 | $45,863-90.6% | $77,024-94.4% | $68,494-93.7% |
| Participation rate | 37.5% | 55.9%-18.4pp | 67.9%-30.4pp | 67.9%-30.4pp |
| Annual return | -35.15% | 1.72%-36.9pp | 42.32%-77.5pp | -7.84%-27.3pp |
| Employer contribution / active EE | $672 | $1,650-59.2% | $2,812-76.1% | $2,596-74.1% |
| Participant deferral / active EE | $1,399 | $2,962-52.8% | $4,426-68.4% | $4,027-65.3% |
| Admin fee / account holder | $102 | $3,041-96.7% | $5,425-98.1% | $5,403-98.1% |