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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,217 | $37,426-86.1% | $77,482-93.3% | $79,858-93.5% |
| Participation rate | 78.3% | 41.5%+36.8pp | 54.2%+24.1pp | 69.6%+8.6pp |
| Annual return | 8.28% | 39.70%-31.4pp | 54.79%-46.5pp | 31.71%-23.4pp |
| Employer contribution / active EE | $525 | $637-17.5% | $986-46.7% | $2,471-78.7% |
| Participant deferral / active EE | $1,768 | $1,260+40.3% | $1,861-5.0% | $3,740-52.7% |
| Admin fee / account holder | $48 | $2,504-98.1% | $2,858-98.3% | $5,306-99.1% |