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 | $56,088 | $42,772+31.1% | $87,507-35.9% | $55,167+1.7% |
| Participation rate | 59.2% | 66.5%-7.3pp | 73.8%-14.6pp | 69.0%-9.8pp |
| Annual return | 9.80% | 21.20%-11.4pp | 12.21%-2.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $634 | $1,277-50.4% | $2,550-75.1% | $1,963-67.7% |
| Participant deferral / active EE | $2,972 | $2,342+26.9% | $3,149-5.6% | $3,054-2.7% |
| Admin fee / account holder | $87 | $461-81.2% | $4,221-97.9% | $504-82.8% |