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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,416 | $80,724-33.8% | $103,333-48.3% | $74,495-28.3% |
| Participation rate | 64.0% | 65.7%-1.7pp | 74.5%-10.5pp | 67.2%-3.2pp |
| Annual return | 10.55% | 27.56%-17.0pp | 24.88%-14.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $908 | $3,157-71.3% | $3,868-76.5% | $2,623-65.4% |
| Participant deferral / active EE | $2,496 | $3,860-35.4% | $5,057-50.7% | $4,346-42.6% |
| Admin fee / account holder | $81 | $2,368-96.6% | $8,355-99.0% | $1,942-95.8% |