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 4-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 | $44,579 | $44,642-0.1% | $91,220-51.1% | $66,914-33.4% |
| Participation rate | 57.0% | 64.9%-7.9pp | 73.2%-16.2pp | 69.8%-12.8pp |
| Annual return | -18.57% | -12.29%-6.3pp | 114.01%-132.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,585 | $1,706-7.1% | $2,850-44.4% | $2,544-37.7% |
| Participant deferral / active EE | $3,039 | $3,349-9.2% | $4,234-28.2% | $4,237-28.3% |
| Admin fee / account holder | $41 | $521-92.2% | $5,420-99.3% | $593-93.2% |