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 | $62,955 | $135,635-53.6% | $110,238-42.9% | $135,375-53.5% |
| Participation rate | 65.2% | 83.5%-18.2pp | 79.8%-14.6pp | 82.6%-17.4pp |
| Annual return | -5.78% | 513.19%-519.0pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,920 | $4,906-40.5% | $3,826-23.7% | $4,779-38.9% |
| Participant deferral / active EE | $4,962 | $5,506-9.9% | $4,672+6.2% | $5,609-11.5% |
| Admin fee / account holder | $13,739 | $11,457+19.9% | $8,547+60.7% | $10,827+26.9% |