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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,222 | $79,523-69.5% | $140,016-82.7% | $56,287-57.0% |
| Participation rate | 49.8% | 85.7%-35.9pp | 87.5%-37.7pp | 69.9%-20.1pp |
| Annual return | 1.08% | 2.39%-1.3pp | 651.12%-650.0pp | -9.96%+11.0pp |
| Employer contribution / active EE | $1,338 | $3,350-60.1% | $5,606-76.1% | $2,111-36.6% |
| Participant deferral / active EE | $2,748 | $5,129-46.4% | $6,927-60.3% | $3,350-18.0% |
| Admin fee / account holder | $39 | $614-93.7% | $10,705-99.6% | $521-92.6% |