Filed November 6, 2021
Total covered: 4 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 9-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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,977 | $109,881+238.5% | $150,045+147.9% | $84,808+338.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.35% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,259 | $3,561-64.6% | $4,693-73.2% | $2,631-52.1% |
| Participant deferral / active EE | $12,557 | $6,636+89.2% | $7,997+57.0% | $4,212+198.2% |
| Admin fee / account holder | $33,894 | $8,568+295.6% | $13,435+152.3% | $7,344+361.5% |