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.
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 | $19,563 | $64,707-69.8% | $112,228-82.6% | $68,494-71.4% |
| Participation rate | 14.0% | 67.2%-53.2pp | 75.1%-61.1pp | 67.9%-53.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $472 | $2,746-82.8% | $3,635-87.0% | $2,596-81.8% |
| Participant deferral / active EE | $1,367 | $3,565-61.7% | $4,728-71.1% | $4,027-66.1% |
| Admin fee / account holder | $100 | $5,232-98.1% | $6,410-98.4% | $5,403-98.2% |