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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $126,419 | $64,119+97.2% | $112,228+12.6% | $66,914+88.9% |
| Participation rate | 49.1% | 68.5%-19.4pp | 75.1%-26.0pp | 69.8%-20.7pp |
| Annual return | -18.40% | -13.81%-4.6pp | 27.45%-45.9pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,864 | $3,005-38.0% | $3,635-48.7% | $2,544-26.7% |
| Participant deferral / active EE | $3,830 | $3,693+3.7% | $4,728-19.0% | $4,237-9.6% |
| Admin fee / account holder | $11 | $625-98.3% | $6,410-99.8% | $593-98.2% |