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 7-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.
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 | $48,596 | $72,770-33.2% | $67,652-28.2% | $55,191-12.0% |
| Participation rate | 45.0% | 78.8%-33.8pp | 75.7%-30.7pp | 69.2%-24.2pp |
| Annual return | 0.21% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,505 | $3,408-55.9% | $3,560-57.7% | $3,046-50.6% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |