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 | $60,111 | $94,529-36.4% | $140,016-57.1% | $64,186-6.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.10% | 7.77%-13.9pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,890 | $3,812+2.0% | $5,606-30.6% | $2,381+63.4% |
| Participant deferral / active EE | $3,269 | $5,250-37.7% | $6,927-52.8% | $3,470-5.8% |
| Admin fee / account holder | $2,947 | $6,741-56.3% | $10,705-72.5% | $4,888-39.7% |