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 | $11,800 | $31,424-62.4% | $81,478-85.5% | $69,631-83.1% |
| Participation rate | 22.6% | 50.8%-28.2pp | 68.0%-45.3pp | 70.7%-48.1pp |
| Annual return | 19.85% | 22.44%-2.6pp | 38.78%-18.9pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $735 | $1,838-60.0% | $3,537-79.2% | $3,224-77.2% |
| Admin fee / account holder | $102 | $103-1.0% | $4,561-97.8% | $110-8.0% |