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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,380 | $46,732-75.6% | $156,549-92.7% | $55,167-79.4% |
| Participation rate | 77.0% | 65.8%+11.3pp | 84.0%-7.0pp | 69.0%+8.1pp |
| Annual return | 12.24% | 17.72%-5.5pp | 32.23%-20.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,664 | $2,204-24.5% | $4,871-65.8% | $3,054-45.5% |
| Admin fee / account holder | $101 | $418-75.9% | $13,027-99.2% | $504-80.0% |