Filed February 15, 2022
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,110 | $52,953-31.8% | $172,739-79.1% | $65,185-44.6% |
| Participation rate | 49.4% | 66.2%-16.8pp | 82.6%-33.3pp | 70.2%-20.8pp |
| Annual return | 22.26% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $762 | $2,190-65.2% | $5,143-85.2% | $2,177-65.0% |
| Participant deferral / active EE | $1,439 | $2,471-41.8% | $5,198-72.3% | $3,514-59.0% |
| Admin fee / account holder | $16 | $472-96.5% | $13,954-99.9% | $847-98.1% |