Filed September 1, 2022
Total covered: 18 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,099 | $138,347+90.2% | $184,203+42.8% | $80,856+225.4% |
| Participation rate | 97.5% | 83.9%+13.7pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 13.79% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $8,545 | $4,850+76.2% | $6,427+33.0% | $2,755+210.2% |
| Participant deferral / active EE | $8,220 | $7,071+16.3% | $9,131-10.0% | $4,296+91.4% |
| Admin fee / account holder | $31,788 | $10,483+203.2% | $13,901+128.7% | $6,918+359.5% |