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.
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 | $4,203 | $45,863-90.8% | $77,024-94.5% | $68,494-93.9% |
| Participation rate | 25.0% | 55.9%-30.9pp | 67.9%-42.9pp | 67.9%-42.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $811 | $1,650-50.8% | $2,812-71.2% | $2,596-68.8% |
| Participant deferral / active EE | $301 | $2,962-89.8% | $4,426-93.2% | $4,027-92.5% |
| Admin fee / account holder | $5 | $3,041-99.8% | $5,425-99.9% | $5,403-99.9% |