Filed January 26, 2022
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,072 | $48,230-31.4% | $67,502-51.0% | $80,856-59.1% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.6%+24.7pp |
| Annual return | 15.70% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,578 | $2,924+125.0% | $4,000+64.5% | $4,296+53.1% |
| Admin fee / account holder | $5,576 | $3,681+51.5% | $3,998+39.5% | $6,918-19.4% |