Filed March 28, 2023
Total covered: 32 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 | $34,820 | $175,202-80.1% | $149,673-76.7% | $139,434-75.0% |
| Participation rate | 40.9% | 83.4%-42.5pp | 78.8%-37.9pp | 80.3%-39.4pp |
| Annual return | 12.67% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,031 | $5,474-62.9% | $4,818-57.8% | $4,751-57.3% |
| Participant deferral / active EE | $3,456 | $6,519-47.0% | $5,680-39.2% | $6,710-48.5% |
| Admin fee / account holder | $1,531 | $16,150-90.5% | $13,210-88.4% | $11,403-86.6% |