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 | $28,820 | $25,723+12.0% | $69,182-58.3% | $55,167-47.8% |
| Participation rate | 31.9% | 39.4%-7.5pp | 55.1%-23.2pp | 69.0%-37.1pp |
| Annual return | 8.53% | 9.56%-1.0pp | -21.93%+30.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $178 | $480-62.9% | $1,206-85.2% | $1,963-90.9% |
| Participant deferral / active EE | $1,024 | $963+6.3% | $1,897-46.0% | $3,054-66.5% |
| Admin fee / account holder | $198 | $365-45.6% | $2,697-92.6% | $504-60.7% |