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 | $109,209 | $197,591-44.7% | $177,821-38.6% | $158,922-31.3% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 14.01% | 58.76%-44.8pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,237 | $6,697-36.7% | $5,918-28.4% | $4,761-11.0% |
| Participant deferral / active EE | $5,471 | $8,405-34.9% | $7,714-29.1% | $5,982-8.5% |
| Admin fee / account holder | $8,434 | $15,399-45.2% | $12,427-32.1% | $11,246-25.0% |