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.
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 | $7,300 | $110,257-93.4% | $96,544-92.4% | $139,434-94.8% |
| Participation rate | 38.5% | 78.1%-39.6pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,129 | $3,620-68.8% | $2,965-61.9% | $4,751-76.2% |
| Participant deferral / active EE | $1,449 | $5,548-73.9% | $4,851-70.1% | $6,710-78.4% |
| Admin fee / account holder | $48 | $11,591-99.6% | $8,252-99.4% | $11,403-99.6% |