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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,607 | $64,286-36.8% | $90,951-55.4% | $73,409-44.7% |
| Participation rate | 22.1% | 63.6%-41.5pp | 69.0%-46.9pp | 72.2%-50.0pp |
| Annual return | 15.66% | 21.45%-5.8pp | 134.60%-118.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $658 | $2,453-73.2% | $3,373-80.5% | $3,805-82.7% |
| Admin fee / account holder | $5 | $287-98.2% | $5,959-99.9% | $158-96.8% |