Filed February 21, 2025
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 | $20,165 | $55,453-63.6% | $170,442-88.2% | $62,292-67.6% |
| Participation rate | 48.1% | 66.4%-18.3pp | 83.6%-35.5pp | 69.5%-21.4pp |
| Annual return | 18.12% | 21.38%-3.3pp | 205.93%-187.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $826 | $2,164-61.8% | $5,433-84.8% | $2,042-59.6% |
| Participant deferral / active EE | $759 | $2,303-67.0% | $4,939-84.6% | $3,169-76.0% |
| Admin fee / account holder | $4 | $455-99.0% | $13,880-100.0% | $479-99.1% |