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 | $31,287 | $31,679-1.2% | $74,701-58.1% | $65,185-52.0% |
| Participation rate | 44.1% | 40.4%+3.7pp | 54.5%-10.4pp | 70.2%-26.1pp |
| Annual return | 21.96% | 39.04%-17.1pp | 752.92%-731.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $221 | $566-61.0% | $1,084-79.6% | $2,177-89.8% |
| Participant deferral / active EE | $1,665 | $1,191+39.8% | $1,964-15.2% | $3,514-52.6% |
| Admin fee / account holder | $291 | $379-23.3% | $3,333-91.3% | $847-65.7% |