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.
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 | $17,138 | $80,753-78.8% | $136,294-87.4% | $62,292-72.5% |
| Participation rate | 45.9% | 73.5%-27.7pp | 81.9%-36.0pp | 69.5%-23.6pp |
| Annual return | 48.02% | 35.83%+12.2pp | 5155.94%-5107.9pp | 28.90%+19.1pp |
| Employer contribution / active EE | $1,039 | $2,884-64.0% | $4,695-77.9% | $2,042-49.1% |
| Participant deferral / active EE | $2,844 | $5,164-44.9% | $6,247-54.5% | $3,169-10.3% |
| Admin fee / account holder | $60 | $525-88.5% | $9,243-99.3% | $479-87.4% |