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 | $25,201 | $54,350-53.6% | $82,719-69.5% | $68,494-63.2% |
| Participation rate | 46.2% | 63.9%-17.7pp | 72.6%-26.3pp | 67.9%-21.7pp |
| Annual return | -10.68% | -13.67%+3.0pp | 701.18%-711.9pp | -7.84%-2.8pp |
| Employer contribution / active EE | $632 | $2,218-71.5% | $3,009-79.0% | $2,596-75.6% |
| Participant deferral / active EE | $1,323 | $3,246-59.2% | $4,395-69.9% | $4,027-67.2% |
| Admin fee / account holder | $32 | $4,395-99.3% | $5,329-99.4% | $5,403-99.4% |