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.
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 | $23,273 | $44,873-48.1% | $79,464-70.7% | $56,287-58.7% |
| Participation rate | 18.4% | 68.7%-50.3pp | 73.3%-54.9pp | 69.9%-51.4pp |
| Annual return | -8.69% | 0.81%-9.5pp | 718.14%-726.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $354 | $2,140-83.4% | $2,800-87.4% | $2,111-83.2% |
| Participant deferral / active EE | $941 | $2,746-65.7% | $3,704-74.6% | $3,350-71.9% |
| Admin fee / account holder | $242 | $418-42.2% | $5,113-95.3% | $521-53.6% |