Filed September 11, 2023
Total covered: 4 employees
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,636 | $102,966-54.7% | $90,281-48.3% | $152,861-69.5% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.4%-69.9pp |
| Annual return | 26.29% | 95.16%-68.9pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $4,484 | $3,139+42.9% | $2,854+57.1% | $4,762-5.8% |
| Participant deferral / active EE | $7,143 | $4,281+66.8% | $3,885+83.8% | $5,850+22.1% |
| Admin fee / account holder | $19,623 | $6,171+218.0% | $5,351+266.7% | $11,596+69.2% |