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.
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 | $19,615 | $58,879-66.7% | $178,490-89.0% | $73,488-73.3% |
| Participation rate | 45.1% | 66.2%-21.1pp | 81.9%-36.8pp | 70.7%-25.6pp |
| Annual return | 13.28% | 24.86%-11.6pp | 151.07%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,288 | $2,567-10.9% | $5,202-56.0% | $3,740-38.8% |
| Admin fee / account holder | $143 | $400-64.2% | $13,984-99.0% | $513-72.0% |