Filed July 12, 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 | $17,016 | $26,805-36.5% | $59,496-71.4% | $52,331-67.5% |
| Participation rate | 35.7% | 39.3%-3.6pp | 54.6%-18.8pp | 68.1%-32.4pp |
| Annual return | -1.61% | 2.61%-4.2pp | 182.05%-183.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $523 | $450+16.2% | $1,153-54.6% | $1,882-72.2% |
| Participant deferral / active EE | $956 | $916+4.3% | $1,829-47.8% | $3,022-68.4% |
| Admin fee / account holder | $84 | $305-72.6% | $2,232-96.3% | $592-85.9% |