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 | $30,054 | $43,133-30.3% | $89,391-66.4% | $73,488-59.1% |
| Participation rate | 30.0% | 55.0%-25.0pp | 68.0%-38.0pp | 70.7%-40.7pp |
| Annual return | 20.77% | 135.66%-114.9pp | 245.62%-224.8pp | 28.51%-7.7pp |
| Employer contribution / active EE | $361 | $1,438-74.9% | $2,586-86.0% | $2,270-84.1% |
| Participant deferral / active EE | $557 | $2,445-77.2% | $3,890-85.7% | $3,740-85.1% |
| Admin fee / account holder | $233 | $444-47.5% | $4,881-95.2% | $513-54.6% |