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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,834 | $43,423-38.2% | $78,689-65.9% | $55,167-51.4% |
| Participation rate | 70.6% | 68.0%+2.6pp | 73.6%-3.0pp | 69.0%+1.6pp |
| Annual return | 6.18% | 11.53%-5.3pp | 62.18%-56.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,396 | $2,509-44.4% | $3,517-60.3% | $3,054-54.3% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |