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 | $28,720 | $45,382-36.7% | $154,107-81.4% | $75,289-61.9% |
| Participation rate | 36.0% | 65.9%-29.9pp | 83.0%-47.0pp | 72.4%-36.4pp |
| Annual return | -3.73% | -0.47%-3.3pp | 735.12%-738.8pp | -0.04%-3.7pp |
| Employer contribution / active EE | $309 | $1,533-79.9% | $5,298-94.2% | $2,405-87.2% |
| Participant deferral / active EE | $1,489 | $2,384-37.5% | $5,081-70.7% | $3,739-60.2% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |