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 | $86,898 | $109,359-20.5% | $162,163-46.4% | $72,985+19.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | 25.46%-6.7pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $5,078 | $3,907+30.0% | $5,614-9.5% | $2,440+108.1% |
| Participant deferral / active EE | $4,300 | $5,481-21.5% | $7,298-41.1% | $3,607+19.2% |
| Admin fee / account holder | $18,470 | $7,972+131.7% | $10,843+70.3% | $5,124+260.4% |