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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,709 | $47,977-27.7% | $154,107-77.5% | $56,287-38.3% |
| Participation rate | 42.9% | 66.2%-23.3pp | 83.0%-40.2pp | 69.9%-27.0pp |
| Annual return | 15.43% | 3.54%+11.9pp | 735.12%-719.7pp | -9.96%+25.4pp |
| Employer contribution / active EE | $595 | $2,169-72.6% | $5,298-88.8% | $2,111-71.8% |
| Participant deferral / active EE | $902 | $2,392-62.3% | $5,081-82.3% | $3,350-73.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |