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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,550 | $63,114-21.5% | $92,893-46.7% | $65,185-24.0% |
| Participation rate | 26.0% | 68.8%-42.8pp | 76.0%-50.1pp | 70.2%-44.2pp |
| Annual return | 20.42% | 28.75%-8.3pp | 109.41%-89.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $595 | $2,571-76.9% | $3,653-83.7% | $2,177-72.7% |
| Participant deferral / active EE | $1,353 | $3,108-56.5% | $4,236-68.1% | $3,514-61.5% |
| Admin fee / account holder | $323 | $624-48.3% | $5,794-94.4% | $847-61.9% |