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 4-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 | $7,710 | $59,107-87.0% | $86,436-91.1% | $68,494-88.7% |
| Participation rate | 60.7% | 75.2%-14.5pp | 80.3%-19.6pp | 67.9%-7.2pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,596 | $2,519-36.6% | $3,769-57.6% | $2,596-38.5% |
| Participant deferral / active EE | $2,534 | $5,901-57.1% | $6,952-63.6% | $4,027-37.1% |
| Admin fee / account holder | $30 | $5,637-99.5% | $6,731-99.6% | $5,403-99.5% |