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 | $29,398 | $72,277-59.3% | $101,248-71.0% | $79,858-63.2% |
| Participation rate | 69.7% | 68.5%+1.2pp | 75.8%-6.1pp | 69.6%+0.1pp |
| Annual return | 16.17% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $870 | $2,692-67.7% | $3,660-76.2% | $2,471-64.8% |
| Participant deferral / active EE | $7,635 | $3,282+132.6% | $4,370+74.7% | $3,740+104.1% |
| Admin fee / account holder | $34 | $4,400-99.2% | $5,945-99.4% | $5,306-99.4% |