Filed November 18, 2024
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,557 | $86,944-17.7% | $107,525-33.5% | $74,304-3.7% |
| Participation rate | 62.4% | 59.6%+2.9pp | 75.1%-12.6pp | 60.3%+2.1pp |
| Annual return | 14.90% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,319 | $2,757-52.2% | $3,754-64.9% | $2,241-41.1% |
| Participant deferral / active EE | $4,097 | $3,554+15.3% | $5,116-19.9% | $3,767+8.8% |
| Admin fee / account holder | $54 | $3,727-98.6% | $8,919-99.4% | $2,969-98.2% |