Filed January 7, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $12,657 | $76,407-83.4% | $150,298-91.6% | $82,448-84.6% |
| Participation rate | 72.7% | 66.4%+6.3pp | 77.8%-5.0pp | 68.1%+4.7pp |
| Annual return | 17.18% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $868 | $2,614-66.8% | $4,154-79.1% | $2,551-66.0% |
| Participant deferral / active EE | $2,016 | $3,214-37.3% | $5,453-63.0% | $4,139-51.3% |
| Admin fee / account holder | $1,235 | $6,352-80.5% | $14,116-91.2% | $7,234-82.9% |