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 | $87,923 | $94,529-7.0% | $140,016-37.2% | $64,186+37.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.54% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,452 | $3,812+16.8% | $5,606-20.6% | $2,381+87.0% |
| Participant deferral / active EE | $4,169 | $5,250-20.6% | $6,927-39.8% | $3,470+20.2% |
| Admin fee / account holder | $2,748 | $6,741-59.2% | $10,705-74.3% | $4,888-43.8% |