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 | $81,188 | $54,573+48.8% | $90,951-10.7% | $73,488+10.5% |
| Participation rate | 57.0% | 61.2%-4.2pp | 69.0%-12.0pp | 70.7%-13.7pp |
| Annual return | 11.28% | 16.69%-5.4pp | 134.60%-123.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $491 | $991-50.5% | $2,122-76.9% | $2,270-78.4% |
| Participant deferral / active EE | $3,345 | $2,517+32.9% | $3,373-0.8% | $3,740-10.6% |
| Admin fee / account holder | $50 | $521-90.3% | $5,959-99.2% | $513-90.2% |