Filed March 23, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,846 | $57,976+30.8% | $62,995+20.4% | $62,292+21.8% |
| Participation rate | 43.7% | 75.9%-32.3pp | 74.8%-31.2pp | 69.5%-25.9pp |
| Annual return | 15.37% | 17.54%-2.2pp | 87.57%-72.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,681 | $2,415-30.4% | $2,759-39.1% | $2,042-17.7% |
| Participant deferral / active EE | $3,093 | $2,956+4.6% | $3,329-7.1% | $3,169-2.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |