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 | $22,515 | $59,839-62.4% | $81,983-72.5% | $79,858-71.8% |
| Participation rate | 54.2% | 61.6%-7.5pp | 69.2%-15.1pp | 69.6%-15.5pp |
| Annual return | 12.50% | 17.56%-5.1pp | 41.31%-28.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $345 | $1,713-79.9% | $2,498-86.2% | $2,471-86.1% |
| Participant deferral / active EE | $1,106 | $2,695-59.0% | $3,722-70.3% | $3,740-70.4% |
| Admin fee / account holder | $44 | $4,287-99.0% | $5,664-99.2% | $5,306-99.2% |