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 | $70,397 | $63,299+11.2% | $91,001-22.6% | $62,292+13.0% |
| Participation rate | 65.1% | 73.3%-8.2pp | 75.6%-10.5pp | 69.5%-4.4pp |
| Annual return | 16.01% | 20.99%-5.0pp | 4.60%+11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $430 | $1,807-76.2% | $2,456-82.5% | $2,042-78.9% |
| Participant deferral / active EE | $2,621 | $2,943-10.9% | $3,547-26.1% | $3,169-17.3% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |