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 | $31,419 | $47,456-33.8% | $172,739-81.8% | $77,787-59.6% |
| Participation rate | 38.7% | 66.3%-27.6pp | 82.6%-44.0pp | 73.2%-34.6pp |
| Annual return | 29.62% | 35.57%-6.0pp | 802.84%-773.2pp | 32.57%-3.0pp |
| Employer contribution / active EE | $364 | $1,574-76.9% | $5,143-92.9% | $2,504-85.5% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $81-99.7% | $13,954-100.0% | $100-99.8% |