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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,581 | $55,449-52.1% | $83,848-68.3% | $56,287-52.8% |
| Participation rate | 42.9% | 68.0%-25.2pp | 76.1%-33.3pp | 69.9%-27.0pp |
| Annual return | -5.16% | -1.38%-3.8pp | 850.88%-856.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $251 | $2,430-89.7% | $3,631-93.1% | $2,111-88.1% |
| Participant deferral / active EE | $1,572 | $2,935-46.4% | $4,082-61.5% | $3,350-53.1% |
| Admin fee / account holder | $16 | $656-97.6% | $5,478-99.7% | $521-97.0% |