Filed April 20, 2022
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,995 | $37,117-21.9% | $147,614-80.4% | $55,191-47.5% |
| Participation rate | 16.7% | 63.6%-46.9pp | 84.6%-68.0pp | 69.2%-52.5pp |
| Annual return | -1.91% | 3.44%-5.4pp | 61.98%-63.9pp | 10.78%-12.7pp |
| Employer contribution / active EE | $225 | $1,620-86.1% | $5,564-95.9% | $1,899-88.1% |
| Participant deferral / active EE | $423 | $1,985-78.7% | $4,895-91.4% | $3,046-86.1% |
| Admin fee / account holder | $17 | $86-80.5% | $11,611-99.9% | $91-81.6% |