Filed February 27, 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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,424 | $85,202-94.8% | $172,739-97.4% | $72,985-93.9% |
| Participation rate | 38.0% | 70.1%-32.1pp | 82.6%-44.6pp | 69.5%-31.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $491 | $3,324-85.2% | $5,143-90.4% | $2,440-79.9% |
| Participant deferral / active EE | $1,113 | $3,260-65.8% | $5,198-78.6% | $3,607-69.1% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |