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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,911 | $148,978-63.1% | $200,582-72.6% | $84,808-35.3% |
| Participation rate | 71.7% | 84.2%-12.5pp | 86.9%-15.1pp | 68.3%+3.4pp |
| Annual return | 16.25% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,054 | $4,815-15.8% | $6,419-36.8% | $2,631+54.1% |
| Participant deferral / active EE | $4,972 | $7,142-30.4% | $9,331-46.7% | $4,212+18.0% |
| Admin fee / account holder | $3,069 | $13,977-78.0% | $16,305-81.2% | $7,344-58.2% |