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 5-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 | $7,314 | $73,867-90.1% | $143,757-94.9% | $68,494-89.3% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -23.69% | 1.01%-24.7pp | -0.04%-23.6pp | -7.84%-15.8pp |
| Employer contribution / active EE | $619 | $3,184-80.5% | $4,951-87.5% | $2,596-76.1% |
| Participant deferral / active EE | $1,330 | $3,384-60.7% | $5,637-76.4% | $4,027-67.0% |
| Admin fee / account holder | $16 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |