Filed November 2, 2022
Total covered: 2 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 | $36,592 | $198,466-81.6% | $170,442-78.5% | $147,584-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.85% | 257.29%-243.4pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $5,411 | $6,184-12.5% | $5,433-0.4% | $4,876+11.0% |
| Participant deferral / active EE | $7,012 | $5,629+24.6% | $4,939+42.0% | $5,439+28.9% |
| Admin fee / account holder | $20,683 | $16,852+22.7% | $13,880+49.0% | $10,885+90.0% |