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.
Employer 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 | $27,345 | $72,404-62.2% | $110,238-75.2% | $64,186-57.4% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.9pp |
| Annual return | -6.46% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $353 | $2,282-84.5% | $3,826-90.8% | $2,381-85.2% |
| Participant deferral / active EE | $2,926 | $3,469-15.7% | $4,672-37.4% | $3,470-15.7% |
| Admin fee / account holder | $4 | $5,664-99.9% | $8,547-100.0% | $4,888-99.9% |