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 | $1,732 | $43,327-96.0% | $59,878-97.1% | $64,186-97.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $118 | $2,028-94.2% | $2,722-95.6% | $2,381-95.0% |
| Participant deferral / active EE | $800 | $2,546-68.6% | $3,402-76.5% | $3,470-76.9% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |