Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 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 | $44,760 | $58,694-23.7% | $142,863-68.7% | $85,850-47.9% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 17.77% | 27.72%-10.0pp | 5637.54%-5619.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,741 | $1,423+22.3% | $4,144-58.0% | $2,565-32.1% |
| Participant deferral / active EE | $2,921 | $2,607+12.0% | $3,837-23.9% | $3,952-26.1% |
| Admin fee / account holder | $1,898 | $4,239-55.2% | $6,560-71.1% | $6,260-69.7% |