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 | $57,632 | $39,245+46.9% | $64,105-10.1% | $52,331+10.1% |
| Participation rate | 69.9% | 58.2%+11.6pp | 68.2%+1.7pp | 68.1%+1.8pp |
| Annual return | -0.19% | 14.79%-15.0pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $260 | $736-64.7% | $1,820-85.7% | $1,882-86.2% |
| Participant deferral / active EE | $2,639 | $1,992+32.5% | $2,822-6.5% | $3,022-12.7% |
| Admin fee / account holder | $29 | $592-95.2% | $4,499-99.4% | $592-95.2% |