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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,416 | $52,293+57.6% | $178,490-53.8% | $73,409+12.3% |
| Participation rate | 56.6% | 65.3%-8.7pp | 81.9%-25.3pp | 72.2%-15.6pp |
| Annual return | 23.09% | 34.75%-11.7pp | 151.07%-128.0pp | 59.29%-36.2pp |
| Employer contribution / active EE | $584 | $1,735-66.4% | $5,011-88.3% | $2,234-73.9% |
| Participant deferral / active EE | $2,519 | $2,332+8.0% | $5,202-51.6% | $3,805-33.8% |
| Admin fee / account holder | $12 | $127-90.4% | $13,984-99.9% | $158-92.2% |