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.
Employer 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 | $46,989 | $42,548+10.4% | $74,550-37.0% | $56,287-16.5% |
| Participation rate | 41.2% | 60.5%-19.3pp | 69.1%-28.0pp | 69.9%-28.7pp |
| Annual return | -5.01% | 12.40%-17.4pp | 32.53%-37.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $99 | $855-88.4% | $1,961-94.9% | $2,111-95.3% |
| Participant deferral / active EE | $1,236 | $2,277-45.7% | $3,108-60.2% | $3,350-63.1% |
| Admin fee / account holder | $7 | $467-98.6% | $5,060-99.9% | $521-98.7% |