Filed June 14, 2021
Total covered: 5 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.
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 | $128,208 | $57,281+123.8% | $86,612+48.0% | $75,163+70.6% |
| Participation rate | 96.9% | 63.2%+33.7pp | 71.7%+25.2pp | 67.2%+29.7pp |
| Annual return | 17.64% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $6,564 | $2,314+183.6% | $3,022+117.2% | $2,670+145.8% |
| Participant deferral / active EE | $10,239 | $3,318+208.6% | $4,438+130.7% | $4,125+148.2% |
| Admin fee / account holder | $8,332 | $4,112+102.6% | $5,614+48.4% | $5,651+47.4% |