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 | $13,200 | $31,679-58.3% | $74,701-82.3% | $65,185-79.7% |
| Participation rate | 15.2% | 40.4%-25.1pp | 54.5%-39.2pp | 70.2%-55.0pp |
| Annual return | 21.92% | 39.04%-17.1pp | 752.92%-731.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $709 | $1,191-40.5% | $1,964-63.9% | $3,514-79.8% |
| Admin fee / account holder | $48 | $379-87.3% | $3,333-98.6% | $847-94.3% |