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 8-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 | $7,868 | $49,280-84.0% | $67,313-88.3% | $64,186-87.7% |
| Participation rate | 69.9% | 60.8%+9.1pp | 69.1%+0.8pp | 69.6%+0.3pp |
| Annual return | -5.73% | -1.39%-4.3pp | -4.08%-1.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,191 | $2,484+28.4% | $3,568-10.6% | $3,470-8.0% |
| Admin fee / account holder | $214 | $3,863-94.5% | $4,507-95.3% | $4,888-95.6% |