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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,226 | $217,402-90.2% | $185,823-88.6% | $167,490-87.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.71% | 148.36%-127.7pp | 122.05%-101.3pp | 478.56%-457.9pp |
| Employer contribution / active EE | $8,706 | $5,873+48.2% | $5,167+68.5% | $4,837+80.0% |
| Participant deferral / active EE | $15,263 | $6,356+140.1% | $5,568+174.1% | $6,341+140.7% |
| Admin fee / account holder | $33 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |