Filed March 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 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 | $88,396 | $64,119+37.9% | $112,228-21.2% | $66,914+32.1% |
| Participation rate | 56.3% | 68.5%-12.2pp | 75.1%-18.8pp | 69.8%-13.5pp |
| Annual return | -18.19% | -13.81%-4.4pp | 27.45%-45.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,103 | $3,005-30.0% | $3,635-42.2% | $2,544-17.4% |
| Participant deferral / active EE | $4,592 | $3,693+24.3% | $4,728-2.9% | $4,237+8.4% |
| Admin fee / account holder | $1,070 | $625+71.1% | $6,410-83.3% | $593+80.3% |