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.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,689 | $67,606+9.0% | $82,313-10.5% | $70,131+5.1% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 4.83% | 21.57%-16.7pp | 25.88%-21.0pp | 73.14%-68.3pp |
| Employer contribution / active EE | $2,196 | $1,755+25.1% | $2,428-9.6% | $2,342-6.3% |
| Participant deferral / active EE | $2,149 | $2,987-28.1% | $3,706-42.0% | $3,332-35.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |