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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,207 | $77,899-59.9% | $149,673-79.2% | $75,163-58.5% |
| Participation rate | 44.3% | 65.6%-21.3pp | 78.8%-34.5pp | 67.2%-22.9pp |
| Annual return | 20.84% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,203 | $3,137-61.7% | $4,818-75.0% | $2,670-54.9% |
| Participant deferral / active EE | $3,147 | $3,411-7.7% | $5,680-44.6% | $4,125-23.7% |
| Admin fee / account holder | $80 | $5,956-98.7% | $13,210-99.4% | $5,651-98.6% |