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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,609 | $127,481-80.7% | $149,696-83.6% | $90,288-72.7% |
| Participation rate | 6.5% | 78.2%-71.7pp | 82.5%-75.9pp | 73.4%-66.8pp |
| Annual return | 16.85% | 57.78%-40.9pp | 276.60%-259.8pp | 53.97%-37.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $411 | $6,975-94.1% | $6,842-94.0% | $4,232-90.3% |
| Admin fee / account holder | $12 | $152-92.1% | $9,309-99.9% | $114-89.5% |