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.
Employer contribution per participant 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 | $59,826 | $70,002-14.5% | $115,037-48.0% | $52,331+14.3% |
| Participation rate | 80.8% | 72.1%+8.7pp | 81.4%-0.5pp | 68.1%+12.7pp |
| Annual return | -0.46% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $357 | $2,715-86.9% | $4,608-92.3% | $1,882-81.0% |
| Participant deferral / active EE | $3,505 | $4,920-28.7% | $6,026-41.8% | $3,022+16.0% |
| Admin fee / account holder | $38 | $566-93.2% | $8,175-99.5% | $592-93.5% |