Filed January 30, 2023
Total covered: 25 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 | $68,678 | $131,829-47.9% | $108,579-36.7% | $273,961-74.9% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.6%-10.0pp | 83.0%-13.5pp |
| Annual return | 5.24% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,343 | $4,912-52.3% | $3,758-37.7% | $4,869-51.9% |
| Participant deferral / active EE | $4,908 | $5,127-4.3% | $4,311+13.8% | $5,287-7.2% |
| Admin fee / account holder | $653 | $10,252-93.6% | $7,645-91.5% | $10,132-93.6% |