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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,579 | $91,190-92.8% | $178,490-96.3% | $79,858-91.8% |
| Participation rate | 42.4% | 69.2%-26.8pp | 81.9%-39.5pp | 69.6%-27.2pp |
| Annual return | 16.39% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $297 | $3,256-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $929 | $3,236-71.3% | $5,202-82.1% | $3,740-75.2% |
| Admin fee / account holder | $10 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |