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 | $21,620 | $25,723-15.9% | $69,182-68.7% | $55,167-60.8% |
| Participation rate | 44.2% | 39.4%+4.8pp | 55.1%-10.9pp | 69.0%-24.7pp |
| Annual return | 8.39% | 9.56%-1.2pp | -21.93%+30.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $290 | $480-39.6% | $1,206-75.9% | $1,963-85.2% |
| Participant deferral / active EE | $772 | $963-19.8% | $1,897-59.3% | $3,054-74.7% |
| Admin fee / account holder | $116 | $365-68.3% | $2,697-95.7% | $504-77.0% |