Filed July 28, 2021
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 | $64,960 | $72,177-10.0% | $115,037-43.5% | $59,632+8.9% |
| Participation rate | 72.7% | 72.6%+0.2pp | 81.4%-8.6pp | 68.7%+4.1pp |
| Annual return | -2.22% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $453 | $2,841-84.1% | $4,608-90.2% | $2,203-79.5% |
| Participant deferral / active EE | $6,102 | $4,783+27.6% | $6,026+1.2% | $3,192+91.2% |
| Admin fee / account holder | $6,560 | $4,927+33.1% | $8,175-19.8% | $4,297+52.7% |