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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,954 | $110,257-37.5% | $96,544-28.6% | $139,434-50.5% |
| Participation rate | 38.1% | 78.1%-40.0pp | 76.0%-37.9pp | 80.3%-42.2pp |
| Annual return | 27.03% | 26.32%+0.7pp | 25.84%+1.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,868 | $5,548-48.3% | $4,851-40.9% | $6,710-57.3% |
| Admin fee / account holder | $75 | $11,591-99.4% | $8,252-99.1% | $11,403-99.3% |