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 | $117,552 | $167,484-29.8% | $151,611-22.5% | $134,475-12.6% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -13.83% | 7.80%-21.6pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,964 | $6,829-12.7% | $6,166-3.3% | $4,740+25.8% |
| Participant deferral / active EE | $5,409 | $8,986-39.8% | $8,363-35.3% | $6,400-15.5% |
| Admin fee / account holder | $17,227 | $13,783+25.0% | $11,616+48.3% | $11,426+50.8% |