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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,456 | $47,977-59.4% | $154,107-87.4% | $56,287-65.4% |
| Participation rate | 56.3% | 66.2%-9.9pp | 83.0%-26.8pp | 69.9%-13.6pp |
| Annual return | -7.16% | 3.54%-10.7pp | 735.12%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $975 | $2,169-55.1% | $5,298-81.6% | $2,111-53.8% |
| Participant deferral / active EE | $1,415 | $2,392-40.9% | $5,081-72.2% | $3,350-57.8% |
| Admin fee / account holder | $178 | $438-59.4% | $13,411-98.7% | $521-65.9% |