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 | $27,534 | $70,002-60.7% | $115,037-76.1% | $52,331-47.4% |
| Participation rate | 24.3% | 72.1%-47.8pp | 81.4%-57.0pp | 68.1%-43.8pp |
| Annual return | -0.38% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,200 | $4,920-55.3% | $6,026-63.5% | $3,022-27.2% |
| Admin fee / account holder | $35 | $566-93.8% | $8,175-99.6% | $592-94.1% |