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 | $32,754 | $58,879-44.4% | $178,490-81.6% | $73,488-55.4% |
| Participation rate | 47.4% | 66.2%-18.9pp | 81.9%-34.6pp | 70.7%-23.3pp |
| Annual return | 24.04% | 24.86%-0.8pp | 151.07%-127.0pp | 28.51%-4.5pp |
| Employer contribution / active EE | $424 | $2,236-81.0% | $5,011-91.5% | $2,270-81.3% |
| Participant deferral / active EE | $1,260 | $2,567-50.9% | $5,202-75.8% | $3,740-66.3% |
| Admin fee / account holder | $3 | $400-99.2% | $13,984-100.0% | $513-99.4% |