Filed May 16, 2024 (most recent of 2 filings on file)
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 | $42,469 | $77,634-45.3% | $156,549-72.9% | $62,891-32.5% |
| Participation rate | 62.8% | 71.2%-8.4pp | 84.0%-21.2pp | 69.3%-6.5pp |
| Annual return | 6.14% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,605 | $3,444-53.4% | $5,501-70.8% | $2,281-29.6% |
| Participant deferral / active EE | $965 | $3,045-68.3% | $4,871-80.2% | $3,203-69.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |