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 4-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.
Employer contribution per participant 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 | $5,648 | $105,860-94.7% | $90,749-93.8% | $134,475-95.8% |
| Participation rate | 69.2% | 78.2%-9.0pp | 75.7%-6.5pp | 81.2%-12.0pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $510 | $3,462-85.3% | $2,921-82.6% | $4,740-89.2% |
| Participant deferral / active EE | $3,531 | $5,216-32.3% | $4,564-22.6% | $6,400-44.8% |
| Admin fee / account holder | $59 | $13,938-99.6% | $8,445-99.3% | $11,426-99.5% |