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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,287-100.0% | - | $68,494-100.0% |
| Participation rate | 0.0% | 40.3%-40.3pp | - | 67.9%-67.9pp |
| Annual return | 0.00% | -16.24%+16.2pp | - | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,123-100.0% | - | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,533-100.0% | - | $4,027-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | - | $5,403-100.0% |