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.
Employer contribution per participant 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 | $23,419 | $73,102-68.0% | $123,544-81.0% | $56,287-58.4% |
| Participation rate | 56.1% | 74.3%-18.2pp | 82.3%-26.2pp | 69.9%-13.7pp |
| Annual return | -3.28% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $396 | $2,977-86.7% | $4,628-91.4% | $2,111-81.2% |
| Participant deferral / active EE | $2,563 | $5,423-52.7% | $6,426-60.1% | $3,350-23.5% |
| Admin fee / account holder | $22 | $554-96.1% | $9,284-99.8% | $521-95.8% |