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.
Annual investment return 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 | $35,949 | $38,925-7.6% | $73,843-51.3% | $55,191-34.9% |
| Participation rate | 7.7% | 66.0%-58.4pp | 73.4%-65.8pp | 69.2%-61.5pp |
| Annual return | -2.30% | 6.31%-8.6pp | 2267.84%-2270.1pp | 10.78%-13.1pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $929 | $2,351-60.5% | $3,583-74.1% | $3,046-69.5% |
| Admin fee / account holder | $95 | $83+14.1% | $4,880-98.1% | $91+4.2% |