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 | $23,912 | $38,365-37.7% | $84,611-71.7% | $65,185-63.3% |
| Participation rate | 41.8% | 55.7%-13.9pp | 68.2%-26.5pp | 70.2%-28.4pp |
| Annual return | 20.45% | 32.00%-11.5pp | 258.74%-238.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $941 | $1,258-25.3% | $2,652-64.5% | $2,177-56.8% |
| Participant deferral / active EE | $1,528 | $2,278-32.9% | $3,899-60.8% | $3,514-56.5% |
| Admin fee / account holder | $10 | $451-97.7% | $4,912-99.8% | $847-98.8% |