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 | $73,842 | $109,359-32.5% | $162,163-54.5% | $72,985+1.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.03% | 25.46%-1.4pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $4,663 | $3,907+19.3% | $5,614-16.9% | $2,440+91.1% |
| Participant deferral / active EE | $4,134 | $5,481-24.6% | $7,298-43.4% | $3,607+14.6% |
| Admin fee / account holder | $8,141 | $7,972+2.1% | $10,843-24.9% | $5,124+58.9% |