Filed May 15, 2024 (most recent of 2 filings on file)
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 | $31,757 | $55,449-42.7% | $83,848-62.1% | $56,287-43.6% |
| Participation rate | 49.2% | 68.0%-18.8pp | 76.1%-26.9pp | 69.9%-20.6pp |
| Annual return | -7.53% | -1.38%-6.1pp | 850.88%-858.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,351 | $2,430-44.4% | $3,631-62.8% | $2,111-36.0% |
| Participant deferral / active EE | $2,485 | $2,935-15.3% | $4,082-39.1% | $3,350-25.8% |
| Admin fee / account holder | $133 | $656-79.7% | $5,478-97.6% | $521-74.5% |