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 3-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287 | $53,516-99.5% | $126,539-99.8% | $84,808-99.7% |
| Participation rate | 26.7% | 58.2%-31.6pp | 69.8%-43.2pp | 68.3%-41.6pp |
| Annual return | 12.32% | 58.34%-46.0pp | 425.95%-413.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $170 | $4,497-96.2% | $6,065-97.2% | $7,344-97.7% |