Filed October 1, 2021
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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,033 | $148,978-81.2% | $200,582-86.0% | $84,808-66.9% |
| Participation rate | 76.0% | 84.2%-8.2pp | 86.9%-10.9pp | 68.3%+7.7pp |
| Annual return | 19.62% | 28.16%-8.5pp | 42.33%-22.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,466 | $4,815-48.8% | $6,419-61.6% | $2,631-6.3% |
| Participant deferral / active EE | $2,605 | $7,142-63.5% | $9,331-72.1% | $4,212-38.2% |
| Admin fee / account holder | $720 | $13,977-94.9% | $16,305-95.6% | $7,344-90.2% |