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.
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 | $5,242 | $49,451-89.4% | $79,550-93.4% | $66,914-92.2% |
| Participation rate | 32.0% | 61.3%-29.4pp | 69.5%-37.5pp | 69.8%-37.8pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.16%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,693 | $3,159-46.4% | $3,985-57.5% | $4,237-60.1% |
| Admin fee / account holder | $47 | $595-92.1% | $6,832-99.3% | $593-92.1% |