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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,983 | $87,870-34.0% | $113,168-48.8% | $74,304-22.0% |
| Participation rate | 68.4% | 70.7%-2.4pp | 76.6%-8.2pp | 60.3%+8.0pp |
| Annual return | 17.78% | 26.44%-8.7pp | 24.27%-6.5pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,164 | $2,277-5.0% | $2,975-27.3% | $2,241-3.4% |
| Participant deferral / active EE | $3,552 | $4,241-16.2% | $5,107-30.4% | $3,767-5.7% |
| Admin fee / account holder | $216 | $3,368-93.6% | $12,068-98.2% | $2,969-92.7% |