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 | $93,450 | $60,795+53.7% | $69,455+34.5% | $65,185+43.4% |
| Participation rate | 39.8% | 74.9%-35.0pp | 74.6%-34.8pp | 70.2%-30.4pp |
| Annual return | 18.88% | 17.46%+1.4pp | 28.97%-10.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,828 | $2,452-25.5% | $2,779-34.2% | $2,177-16.0% |
| Participant deferral / active EE | $3,102 | $3,162-1.9% | $3,535-12.3% | $3,514-11.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |