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 | $43,132 | $63,299-31.9% | $91,001-52.6% | $62,292-30.8% |
| Participation rate | 50.4% | 73.3%-22.9pp | 75.6%-25.2pp | 69.5%-19.1pp |
| Annual return | 16.34% | 20.99%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $188 | $1,807-89.6% | $2,456-92.4% | $2,042-90.8% |
| Participant deferral / active EE | $1,878 | $2,943-36.2% | $3,547-47.1% | $3,169-40.7% |
| Admin fee / account holder | $5 | $468-99.0% | $5,417-99.9% | $479-99.0% |