Filed January 30, 2023
Total covered: 25 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 | $71,351 | $142,344-49.9% | $119,609-40.3% | $134,475-46.9% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -18.21% | -12.44%-5.8pp | -14.97%-3.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,152 | $5,222-20.5% | $4,232-1.9% | $4,740-12.4% |
| Participant deferral / active EE | $7,221 | $6,469+11.6% | $5,602+28.9% | $6,400+12.8% |
| Admin fee / account holder | $2,479 | $13,584-81.8% | $10,323-76.0% | $11,426-78.3% |