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.
Annual investment return 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 | $27,057 | $48,576-44.3% | $169,463-84.0% | $56,287-51.9% |
| Participation rate | 91.4% | 65.8%+25.5pp | 77.8%+13.6pp | 69.9%+21.5pp |
| Annual return | -7.76% | -2.51%-5.2pp | 1.83%-9.6pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,033 | $1,559-33.8% | $4,159-75.2% | $2,111-51.1% |
| Participant deferral / active EE | $3,279 | $3,275+0.1% | $5,277-37.9% | $3,350-2.1% |
| Admin fee / account holder | $8 | $435-98.1% | $9,109-99.9% | $521-98.4% |