Filed April 24, 2023
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 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 | $28,319 | $37,039-23.5% | $147,614-80.8% | $59,188-52.2% |
| Participation rate | 28.5% | 63.8%-35.3pp | 84.6%-56.1pp | 69.4%-40.9pp |
| Annual return | 4.25% | 7.19%-2.9pp | 61.98%-57.7pp | 5.51%-1.3pp |
| Employer contribution / active EE | $253 | $1,353-81.3% | $5,564-95.5% | $2,098-88.0% |
| Participant deferral / active EE | $1,122 | $2,094-46.4% | $4,895-77.1% | $3,265-65.6% |
| Admin fee / account holder | $0 | $60-100.0% | $11,611-100.0% | $92-100.0% |