Filed March 29, 2022 (most recent of 5 filings on file)
Total covered: 5 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 | $62,114 | $100,041-37.9% | $149,718-58.5% | $70,131-11.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.52% | 27.43%-6.9pp | 1501.63%-1481.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,979 | $3,662+8.7% | $5,445-26.9% | $2,342+69.9% |
| Participant deferral / active EE | $3,019 | $4,983-39.4% | $6,569-54.0% | $3,332-9.4% |
| Admin fee / account holder | $371 | $8,286-95.5% | $11,283-96.7% | $4,645-92.0% |