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 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 | $28,041 | $50,898-44.9% | $171,082-83.6% | $55,167-49.2% |
| Participation rate | 58.4% | 63.3%-4.9pp | 76.7%-18.3pp | 69.0%-10.6pp |
| Annual return | 7.49% | 15.34%-7.9pp | 32.56%-25.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,085 | $1,433-24.3% | $4,002-72.9% | $1,963-44.7% |
| Participant deferral / active EE | $2,568 | $2,994-14.2% | $4,797-46.5% | $3,054-15.9% |
| Admin fee / account holder | $34 | $500-93.2% | $8,520-99.6% | $504-93.3% |