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.
Participant 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 | $812 | $45,863-98.2% | $77,024-98.9% | $68,494-98.8% |
| Participation rate | 53.6% | 55.9%-2.3pp | 67.9%-14.3pp | 67.9%-14.3pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $293 | $1,650-82.2% | $2,812-89.6% | $2,596-88.7% |
| Participant deferral / active EE | $313 | $2,962-89.4% | $4,426-92.9% | $4,027-92.2% |
| Admin fee / account holder | $164 | $3,041-94.6% | $5,425-97.0% | $5,403-97.0% |