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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,034 | $79,523+30.8% | $140,016-25.7% | $56,287+84.8% |
| Participation rate | 88.7% | 85.7%+3.0pp | 87.5%+1.2pp | 69.9%+18.8pp |
| Annual return | 9.57% | 2.39%+7.2pp | 651.12%-641.5pp | -9.96%+19.5pp |
| Employer contribution / active EE | $2,084 | $3,350-37.8% | $5,606-62.8% | $2,111-1.3% |
| Participant deferral / active EE | $4,608 | $5,129-10.2% | $6,927-33.5% | $3,350+37.6% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |