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 | $121,791 | $39,195+210.7% | $98,755+23.3% | $79,386+53.4% |
| Participation rate | 37.5% | 59.8%-22.3pp | 65.7%-28.2pp | 70.7%-33.2pp |
| Annual return | 13.36% | 19.95%-6.6pp | 49.91%-36.6pp | 116.85%-103.5pp |
| Employer contribution / active EE | $548 | $1,334-58.9% | $2,067-73.5% | $2,427-77.4% |
| Participant deferral / active EE | $2,277 | $2,333-2.4% | $3,035-25.0% | $4,046-43.7% |
| Admin fee / account holder | $4 | $365-99.0% | $4,076-99.9% | $626-99.4% |