Filed January 16, 2024 (most recent of 2 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,635 | $69,823-31.8% | $77,163-38.3% | $74,419-36.0% |
| Participation rate | 33.0% | 70.0%-37.0pp | 69.6%-36.6pp | 70.7%-37.7pp |
| Annual return | 15.45% | 19.98%-4.5pp | 37.87%-22.4pp | 34.38%-18.9pp |
| Employer contribution / active EE | $0 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,526 | $3,558-57.1% | $3,833-60.2% | $4,528-66.3% |
| Admin fee / account holder | $0 | $398-100.0% | $5,472-100.0% | $348-100.0% |