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.
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 | $143,823 | $89,739+60.3% | $149,718-3.9% | $62,292+130.9% |
| Participation rate | 67.3% | 85.1%-17.8pp | 87.1%-19.8pp | 69.5%-2.2pp |
| Annual return | 17.28% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,631 | $4,797+17.4% | $6,569-14.3% | $3,169+77.7% |
| Admin fee / account holder | $247 | $551-55.2% | $11,283-97.8% | $479-48.4% |