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 | $66,071 | $54,350+21.6% | $82,719-20.1% | $68,494-3.5% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | -15.57% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,686 | $2,218+111.3% | $3,009+55.7% | $2,596+80.5% |
| Participant deferral / active EE | $3,883 | $3,246+19.6% | $4,395-11.6% | $4,027-3.6% |
| Admin fee / account holder | $3,059 | $4,395-30.4% | $5,329-42.6% | $5,403-43.4% |