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 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 | $20,567 | $46,732-56.0% | $156,549-86.9% | $55,167-62.7% |
| Participation rate | 43.2% | 65.8%-22.6pp | 84.0%-40.8pp | 69.0%-25.7pp |
| Annual return | 5.34% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $647 | $2,105-69.3% | $5,501-88.2% | $1,963-67.0% |
| Participant deferral / active EE | $1,140 | $2,204-48.3% | $4,871-76.6% | $3,054-62.7% |
| Admin fee / account holder | $182 | $418-56.5% | $13,027-98.6% | $504-63.9% |