Filed January 12, 2022 (most recent of 4 filings on file)
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 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.)
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 | $30,529 | $137,414-77.8% | $189,513-83.9% | $85,850-64.4% |
| Participation rate | 70.0% | 84.6%-14.6pp | 87.8%-17.8pp | 69.3%+0.7pp |
| Annual return | 14.21% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,828 | $4,344-34.9% | $6,162-54.1% | $2,565+10.3% |
| Participant deferral / active EE | $4,161 | $6,260-33.5% | $8,221-49.4% | $3,952+5.3% |
| Admin fee / account holder | $481 | $8,630-94.4% | $12,045-96.0% | $6,260-92.3% |