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 | $56,067 | $52,953+5.9% | $172,739-67.5% | $65,185-14.0% |
| Participation rate | 45.9% | 66.2%-20.3pp | 82.6%-36.7pp | 70.2%-24.3pp |
| Annual return | 17.56% | 30.12%-12.6pp | 802.84%-785.3pp | 29.38%-11.8pp |
| Employer contribution / active EE | $792 | $2,190-63.8% | $5,143-84.6% | $2,177-63.6% |
| Participant deferral / active EE | $1,968 | $2,471-20.4% | $5,198-62.1% | $3,514-44.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |