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.
Annual investment return 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 | $22,341 | $50,815-56.0% | $155,509-85.6% | $77,643-71.2% |
| Participation rate | 35.4% | 63.1%-27.7pp | 78.2%-42.8pp | 70.6%-35.2pp |
| Annual return | 11.11% | 34.80%-23.7pp | 64.67%-53.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,504 | $2,822-46.7% | $5,626-73.3% | $4,647-67.6% |
| Admin fee / account holder | $220 | $437-49.5% | $15,912-98.6% | $430-48.8% |