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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,704 | $58,264+59.1% | $86,612+7.0% | $71,457+29.7% |
| Participation rate | 62.4% | 65.0%-2.6pp | 71.7%-9.3pp | 67.9%-5.6pp |
| Annual return | 33.97% | 21.63%+12.3pp | 591.07%-557.1pp | 28.85%+5.1pp |
| Employer contribution / active EE | $921 | $2,574-64.2% | $3,022-69.5% | $2,588-64.4% |
| Participant deferral / active EE | $5,802 | $3,436+68.9% | $4,438+30.7% | $4,289+35.3% |
| Admin fee / account holder | $10 | $1,057-99.1% | $5,614-99.8% | $1,587-99.4% |