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 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 | $36,660 | $56,629-35.3% | $77,999-53.0% | $55,167-33.5% |
| Participation rate | 51.1% | 73.3%-22.2pp | 75.5%-24.4pp | 69.0%-17.9pp |
| Annual return | 15.59% | 2866.98%-2851.4pp | 425.96%-410.4pp | 169.23%-153.6pp |
| Employer contribution / active EE | $186 | $1,723-89.2% | $2,470-92.5% | $1,963-90.5% |
| Participant deferral / active EE | $1,863 | $2,777-32.9% | $3,497-46.7% | $3,054-39.0% |
| Admin fee / account holder | $2 | $467-99.6% | $5,480-100.0% | $504-99.6% |