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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,536 | $95,416-95.2% | $185,823-97.6% | $85,850-94.7% |
| Participation rate | 43.3% | 68.8%-25.4pp | 81.7%-38.4pp | 69.3%-26.0pp |
| Annual return | 49.02% | 23.59%+25.4pp | 122.05%-73.0pp | 318.53%-269.5pp |
| Employer contribution / active EE | $1,088 | $3,314-67.2% | $5,167-79.0% | $2,565-57.6% |
| Participant deferral / active EE | $2,372 | $3,423-30.7% | $5,568-57.4% | $3,952-40.0% |
| Admin fee / account holder | $23 | $7,213-99.7% | $16,237-99.9% | $6,260-99.6% |