Filed May 11, 2021
Total covered: 7 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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,401 | $80,968-13.1% | $96,544-27.1% | $75,163-6.3% |
| Participation rate | 58.8% | 71.8%-12.9pp | 76.0%-17.1pp | 67.2%-8.4pp |
| Annual return | 13.34% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,351 | $3,928-14.7% | $4,851-30.9% | $4,125-18.8% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |