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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,670 | $53,412-55.7% | $68,509-65.4% | $52,331-54.8% |
| Participation rate | 52.8% | 71.7%-18.9pp | 74.7%-21.9pp | 68.1%-15.3pp |
| Annual return | -0.94% | 3.42%-4.4pp | 8.27%-9.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $315 | $1,607-80.4% | $2,278-86.2% | $1,882-83.3% |
| Participant deferral / active EE | $1,354 | $2,688-49.6% | $3,382-60.0% | $3,022-55.2% |
| Admin fee / account holder | $63 | $461-86.3% | $5,275-98.8% | $592-89.3% |