Filed December 1, 2021
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 | $21,806 | $45,152-51.7% | $73,843-70.5% | $59,632-63.4% |
| Participation rate | 47.1% | 64.0%-16.9pp | 73.4%-26.3pp | 68.7%-21.5pp |
| Annual return | -0.61% | 27.40%-28.0pp | 2267.84%-2268.4pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,801 | $2,574+47.7% | $3,583+6.1% | $3,192+19.1% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |