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 | $40,204 | $42,396-5.2% | $67,313-40.3% | $56,287-28.6% |
| Participation rate | 28.8% | 61.0%-32.2pp | 69.1%-40.3pp | 69.9%-41.1pp |
| Annual return | -5.86% | -36.63%+30.8pp | -4.08%-1.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,138 | $2,360-51.8% | $3,568-68.1% | $3,350-66.0% |
| Admin fee / account holder | $81 | $510-84.0% | $4,507-98.2% | $521-84.4% |