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.
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 | $6,986 | $52,836-86.8% | $105,738-93.4% | $64,186-89.1% |
| Participation rate | 41.9% | 66.5%-24.6pp | 76.3%-34.4pp | 69.6%-27.6pp |
| Annual return | 0.06% | 14.30%-14.2pp | 6.27%-6.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $553 | $2,545-78.3% | $4,080-86.5% | $3,470-84.1% |
| Admin fee / account holder | $144 | $3,959-96.4% | $6,913-97.9% | $4,888-97.1% |