Filed September 27, 2021
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.
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 | $59,549 | $54,762+8.7% | $90,281-34.0% | $72,985-18.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.60% | 30.63%-14.0pp | 78.10%-61.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $4,179 | $2,092+99.7% | $2,854+46.4% | $2,440+71.3% |
| Participant deferral / active EE | $3,794 | $2,887+31.4% | $3,885-2.4% | $3,607+5.2% |
| Admin fee / account holder | $3,020 | $3,972-24.0% | $5,351-43.6% | $5,124-41.1% |