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.
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 | $77,802 | $55,002+41.5% | $59,878+29.9% | $56,287+38.2% |
| Participation rate | 39.8% | 75.9%-36.1pp | 74.7%-34.9pp | 69.9%-30.0pp |
| Annual return | -3.35% | 1.13%-4.5pp | 3.46%-6.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,830 | $2,448-25.3% | $2,722-32.8% | $2,111-13.3% |
| Participant deferral / active EE | $3,299 | $3,121+5.7% | $3,402-3.0% | $3,350-1.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |