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 | $37,804 | $46,966-19.5% | $185,117-79.6% | $69,631-45.7% |
| Participation rate | 59.7% | 65.3%-5.6pp | 77.3%-17.6pp | 70.7%-11.0pp |
| Annual return | 16.01% | 22.36%-6.4pp | 40.50%-24.5pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,379 | $3,017-21.1% | $5,045-52.8% | $3,224-26.2% |
| Admin fee / account holder | $7 | $94-92.3% | $8,159-99.9% | $110-93.5% |