Filed July 11, 2023 (most recent of 3 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 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.
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 | $141,693 | $148,978-4.9% | $200,582-29.4% | $84,808+67.1% |
| Participation rate | 81.2% | 84.2%-3.1pp | 86.9%-5.7pp | 68.3%+12.8pp |
| Annual return | 17.71% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,731 | $4,815-43.3% | $6,419-57.5% | $2,631+3.8% |
| Participant deferral / active EE | $8,870 | $7,142+24.2% | $9,331-4.9% | $4,212+110.6% |
| Admin fee / account holder | $7,571 | $13,977-45.8% | $16,305-53.6% | $7,344+3.1% |