Filed May 13, 2020 (most recent of 2 filings on file)
Total covered: 2 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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,563 | $68,914-81.8% | $136,749-90.8% | $74,304-83.1% |
| Participation rate | 29.5% | 51.3%-21.9pp | 72.1%-42.7pp | 60.3%-30.9pp |
| Annual return | 23.24% | 16.34%+6.9pp | 24.33%-1.1pp | 29.43%-6.2pp |
| Employer contribution / active EE | $188 | $1,561-87.9% | $3,400-94.5% | $2,241-91.6% |
| Participant deferral / active EE | $1,126 | $2,541-55.7% | $4,692-76.0% | $3,767-70.1% |
| Admin fee / account holder | $283 | $3,149-91.0% | $11,386-97.5% | $2,969-90.5% |