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 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 | $35,334 | $38,365-7.9% | $84,611-58.2% | $65,185-45.8% |
| Participation rate | 14.5% | 55.7%-41.2pp | 68.2%-53.7pp | 70.2%-55.7pp |
| Annual return | 18.96% | 32.00%-13.0pp | 258.74%-239.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,570 | $2,278-31.1% | $3,899-59.7% | $3,514-55.3% |
| Admin fee / account holder | $120 | $451-73.5% | $4,912-97.6% | $847-85.9% |