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.
Annual investment return 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 | $5,681 | $43,327-86.9% | $59,878-90.5% | $64,186-91.1% |
| Participation rate | 56.5% | 69.2%-12.6pp | 74.7%-18.2pp | 69.6%-13.0pp |
| Annual return | -8.78% | -1.55%-7.2pp | 3.46%-12.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $476 | $2,028-76.6% | $2,722-82.5% | $2,381-80.0% |
| Participant deferral / active EE | $790 | $2,546-69.0% | $3,402-76.8% | $3,470-77.2% |
| Admin fee / account holder | $119 | $3,005-96.1% | $3,590-96.7% | $4,888-97.6% |