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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,690 | $34,677-40.3% | $77,024-73.1% | $64,808-68.1% |
| Participation rate | 28.6% | 49.8%-21.2pp | 67.9%-39.3pp | 71.5%-42.8pp |
| Annual return | -14.18% | -5.33%-8.9pp | 42.32%-56.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $122 | $1,370-91.1% | $2,812-95.6% | $2,506-95.1% |
| Participant deferral / active EE | $1,709 | $2,556-33.1% | $4,426-61.4% | $4,310-60.3% |
| Admin fee / account holder | $11 | $179-93.8% | $5,425-99.8% | $188-94.1% |