Filed June 22, 2020
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 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 | $45,667 | $127,777-64.3% | $106,548-57.1% | $167,490-72.7% |
| Participation rate | 82.4% | 78.3%+4.1pp | 76.1%+6.2pp | 82.1%+0.2pp |
| Annual return | 12.23% | 33.87%-21.6pp | 26.80%-14.6pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,678 | $3,427-21.8% | $2,819-5.0% | $4,837-44.6% |
| Participant deferral / active EE | $4,959 | $5,087-2.5% | $4,398+12.7% | $6,341-21.8% |
| Admin fee / account holder | $4,161 | $11,228-62.9% | $7,407-43.8% | $12,309-66.2% |