Filed April 12, 2023
Total covered: 10 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 | $16,505 | $45,035-63.4% | $62,995-73.8% | $70,131-76.5% |
| Participation rate | 94.5% | 69.5%+25.0pp | 74.8%+19.7pp | 69.5%+25.0pp |
| Annual return | 13.69% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,927 | $2,051-6.1% | $2,759-30.1% | $2,342-17.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $697 | $2,834-75.4% | $3,600-80.6% | $4,645-85.0% |