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 10-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 | $4,972 | $87,540-94.3% | $75,781-93.4% | $125,391-96.0% |
| Participation rate | 52.6% | 80.2%-27.5pp | 75.8%-23.2pp | 83.2%-30.6pp |
| Annual return | -3.50% | 13.48%-17.0pp | 9.68%-13.2pp | 282.22%-285.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,276 | $4,229-69.8% | $3,651-65.1% | $5,352-76.2% |
| Admin fee / account holder | $47 | $6,502-99.3% | $5,299-99.1% | $9,540-99.5% |