Filed December 15, 2022
Total covered: 3 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 | $98,760 | $100,041-1.3% | $149,718-34.0% | $70,131+40.8% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 19.85% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $4,287 | $3,662+17.1% | $5,445-21.3% | $2,342+83.0% |
| Participant deferral / active EE | $4,523 | $4,983-9.2% | $6,569-31.2% | $3,332+35.7% |
| Admin fee / account holder | $4,417 | $8,286-46.7% | $11,283-60.8% | $4,645-4.9% |