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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,700 | $72,404-65.9% | $110,238-77.6% | $64,186-61.5% |
| Participation rate | 64.6% | 73.3%-8.8pp | 79.8%-15.2pp | 69.6%-5.0pp |
| Annual return | -4.20% | -6.29%+2.1pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $290 | $2,282-87.3% | $3,826-92.4% | $2,381-87.8% |
| Participant deferral / active EE | $2,059 | $3,469-40.7% | $4,672-55.9% | $3,470-40.7% |
| Admin fee / account holder | $137 | $5,664-97.6% | $8,547-98.4% | $4,888-97.2% |