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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,596 | $62,543-60.7% | $83,333-70.5% | $55,725-55.9% |
| Participation rate | 70.7% | 78.4%-7.7pp | 77.8%-7.1pp | 70.9%-0.2pp |
| Annual return | -3.90% | 14.85%-18.8pp | 10.63%-14.5pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,267 | $2,427-47.8% | $3,379-62.5% | $2,078-39.0% |
| Participant deferral / active EE | $1,487 | $5,682-73.8% | $5,565-73.3% | $3,356-55.7% |
| Admin fee / account holder | $23 | $103-77.9% | $7,510-99.7% | $115-80.2% |