Filed February 2, 2021
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 | $95,913 | $137,414-30.2% | $189,513-49.4% | $85,850+11.7% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 14.39% | 38.14%-23.8pp | 555.15%-540.8pp | 318.53%-304.1pp |
| Employer contribution / active EE | $5,895 | $4,344+35.7% | $6,162-4.3% | $2,565+129.8% |
| Participant deferral / active EE | $4,731 | $6,260-24.4% | $8,221-42.5% | $3,952+19.7% |
| Admin fee / account holder | $7,246 | $8,630-16.0% | $12,045-39.8% | $6,260+15.8% |