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 | $69,058 | $52,639+31.2% | $185,117-62.7% | $62,292+10.9% |
| Participation rate | 60.4% | 63.9%-3.4pp | 77.3%-16.8pp | 69.5%-9.1pp |
| Annual return | 18.23% | 19.57%-1.3pp | 40.50%-22.3pp | 28.90%-10.7pp |
| Employer contribution / active EE | $585 | $1,483-60.5% | $4,182-86.0% | $2,042-71.3% |
| Participant deferral / active EE | $2,341 | $3,097-24.4% | $5,045-53.6% | $3,169-26.1% |
| Admin fee / account holder | $12 | $374-96.7% | $8,159-99.8% | $479-97.4% |