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 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 | $26,434 | $42,582-37.9% | $171,082-84.5% | $57,658-54.2% |
| Participation rate | 41.1% | 63.9%-22.9pp | 76.7%-35.6pp | 70.2%-29.2pp |
| Annual return | 6.68% | 308.67%-302.0pp | 32.56%-25.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $938 | $1,306-28.2% | $4,002-76.6% | $1,974-52.5% |
| Participant deferral / active EE | $1,558 | $2,933-46.9% | $4,797-67.5% | $3,061-49.1% |
| Admin fee / account holder | $191 | $82+132.1% | $8,520-97.8% | $95+102.1% |