Filed May 11, 2021
Total covered: 7 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 3-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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,759 | $86,929-15.2% | $102,423-28.0% | $80,856-8.8% |
| Participation rate | 78.4% | 72.4%+6.1pp | 76.5%+1.9pp | 67.6%+10.8pp |
| Annual return | 24.22% | 18.88%+5.3pp | 29.32%-5.1pp | 35.59%-11.4pp |
| Employer contribution / active EE | $401 | $2,369-83.1% | $3,023-86.7% | $2,755-85.4% |
| Participant deferral / active EE | $3,603 | $4,118-12.5% | $5,053-28.7% | $4,296-16.1% |
| Admin fee / account holder | $1,649 | $8,049-79.5% | $9,451-82.6% | $6,918-76.2% |