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.
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 | $88,711 | $58,290+52.2% | $98,442-9.9% | $86,799+2.2% |
| Participation rate | 43.9% | 68.3%-24.4pp | 73.3%-29.4pp | 72.3%-28.3pp |
| Annual return | 13.51% | 43.48%-30.0pp | 1492.73%-1479.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,335 | $3,152-25.9% | $4,276-45.4% | $4,131-43.5% |
| Admin fee / account holder | $108 | $138-21.4% | $5,949-98.2% | $170-36.2% |