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 7-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 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 | $77,965 | $69,362+12.4% | $101,248-23.0% | $73,488+6.1% |
| Participation rate | 47.0% | 68.4%-21.4pp | 75.8%-28.8pp | 70.7%-23.7pp |
| Annual return | 16.27% | 18.46%-2.2pp | 46.47%-30.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $542 | $2,628-79.4% | $3,660-85.2% | $2,270-76.1% |
| Participant deferral / active EE | $2,122 | $3,300-35.7% | $4,370-51.5% | $3,740-43.3% |
| Admin fee / account holder | $3 | $704-99.5% | $5,945-99.9% | $513-99.4% |