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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,898 | $44,989-24.7% | $170,442-80.1% | $77,958-56.5% |
| Participation rate | 32.3% | 64.6%-32.3pp | 83.6%-51.3pp | 71.6%-39.3pp |
| Annual return | 13.80% | 19.61%-5.8pp | 205.93%-192.1pp | 20.87%-7.1pp |
| Employer contribution / active EE | $275 | $1,466-81.3% | $5,433-94.9% | $2,310-88.1% |
| Participant deferral / active EE | $1,254 | $2,208-43.2% | $4,939-74.6% | $3,537-64.5% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |