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 | $51,765 | $65,061-20.4% | $143,757-64.0% | $66,914-22.6% |
| Participation rate | 60.6% | 65.2%-4.6pp | 80.3%-19.7pp | 69.8%-9.2pp |
| Annual return | -16.87% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,106 | $2,361-53.1% | $4,951-77.7% | $2,544-56.5% |
| Participant deferral / active EE | $1,699 | $2,919-41.8% | $5,637-69.9% | $4,237-59.9% |
| Admin fee / account holder | $33 | $502-93.3% | $14,673-99.8% | $593-94.4% |