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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,687 | $50,175-70.7% | $99,443-85.2% | $65,185-77.5% |
| Participation rate | 54.5% | 68.4%-14.0pp | 73.8%-19.4pp | 70.2%-15.7pp |
| Annual return | 33.67% | 25.36%+8.3pp | 30.72%+2.9pp | 29.38%+4.3pp |
| Employer contribution / active EE | $830 | $1,496-44.5% | $2,540-67.3% | $2,177-61.9% |
| Participant deferral / active EE | $5,275 | $2,748+92.0% | $3,619+45.8% | $3,514+50.1% |
| Admin fee / account holder | $14 | $398-96.6% | $6,250-99.8% | $847-98.4% |