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 | $34,877 | $47,977-27.3% | $154,107-77.4% | $56,287-38.0% |
| Participation rate | 36.2% | 66.2%-30.0pp | 83.0%-46.8pp | 69.9%-33.6pp |
| Annual return | -6.10% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $432 | $2,169-80.1% | $5,298-91.8% | $2,111-79.5% |
| Participant deferral / active EE | $1,240 | $2,392-48.1% | $5,081-75.6% | $3,350-63.0% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |