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 | $24,511 | $65,409-62.5% | $98,442-75.1% | $85,850-71.4% |
| Participation rate | 49.0% | 65.0%-16.0pp | 73.3%-24.4pp | 69.3%-20.3pp |
| Annual return | 17.16% | 21.76%-4.6pp | 1492.73%-1475.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,671 | $2,168-22.9% | $2,960-43.6% | $2,565-34.9% |
| Participant deferral / active EE | $3,906 | $3,166+23.4% | $4,276-8.7% | $3,952-1.2% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |