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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,636 | $62,928-76.7% | $172,739-91.5% | $67,579-78.3% |
| Participation rate | 14.8% | 64.5%-49.7pp | 82.6%-67.9pp | 71.3%-56.5pp |
| Annual return | 24.33% | 30.36%-6.0pp | 802.84%-778.5pp | 378.56%-354.2pp |
| Employer contribution / active EE | $431 | $1,636-73.7% | $5,143-91.6% | $2,148-79.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $8 | $167-95.4% | $13,954-99.9% | $142-94.6% |