Filed December 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,067 | $167,484-77.9% | $151,611-75.6% | $134,475-72.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.15% | 7.80%-26.9pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,478 | $6,829-63.7% | $6,166-59.8% | $4,740-47.7% |
| Participant deferral / active EE | $3,089 | $8,986-65.6% | $8,363-63.1% | $6,400-51.7% |
| Admin fee / account holder | $1,638 | $13,783-88.1% | $11,616-85.9% | $11,426-85.7% |