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.
Participant 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 | $23,317 | $46,732-50.1% | $156,549-85.1% | $55,167-57.7% |
| Participation rate | 28.0% | 65.8%-37.8pp | 84.0%-56.0pp | 69.0%-41.0pp |
| Annual return | 9.64% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $408 | $2,105-80.6% | $5,501-92.6% | $1,963-79.2% |
| Participant deferral / active EE | $539 | $2,204-75.5% | $4,871-88.9% | $3,054-82.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |