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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,041 | $40,174-15.3% | $84,015-59.5% | $67,579-49.6% |
| Participation rate | 23.7% | 62.7%-39.0pp | 69.0%-45.3pp | 71.3%-47.6pp |
| Annual return | 19.20% | 25.82%-6.6pp | 71.31%-52.1pp | 378.56%-359.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $771 | $2,301-66.5% | $3,239-76.2% | $3,539-78.2% |
| Admin fee / account holder | $3 | $128-97.5% | $6,101-99.9% | $142-97.8% |