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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,068 | $71,883-65.1% | $86,677-71.1% | $68,494-63.4% |
| Participation rate | 20.5% | 72.2%-51.7pp | 76.6%-56.1pp | 67.9%-47.4pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $430 | $2,173-80.2% | $2,836-84.8% | $2,596-83.4% |
| Participant deferral / active EE | $895 | $3,779-76.3% | $4,656-80.8% | $4,027-77.8% |
| Admin fee / account holder | $171 | $6,112-97.2% | $7,493-97.7% | $5,403-96.8% |