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.
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 | $79,990 | $35,986+122.3% | $77,482+3.2% | $73,488+8.8% |
| Participation rate | 24.1% | 40.8%-16.7pp | 54.2%-30.0pp | 70.7%-46.5pp |
| Annual return | 17.07% | 19.26%-2.2pp | 54.79%-37.7pp | 28.51%-11.4pp |
| Employer contribution / active EE | $258 | $557-53.7% | $986-73.8% | $2,270-88.6% |
| Participant deferral / active EE | $945 | $1,198-21.1% | $1,861-49.2% | $3,740-74.7% |
| Admin fee / account holder | $55 | $466-88.2% | $2,858-98.1% | $513-89.3% |