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 8-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 | $7,787 | $43,327-82.0% | $59,878-87.0% | $64,186-87.9% |
| Participation rate | 14.3% | 69.2%-54.9pp | 74.7%-60.4pp | 69.6%-55.3pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $311 | $2,028-84.7% | $2,722-88.6% | $2,381-86.9% |
| Participant deferral / active EE | $899 | $2,546-64.7% | $3,402-73.6% | $3,470-74.1% |
| Admin fee / account holder | $28 | $3,005-99.1% | $3,590-99.2% | $4,888-99.4% |