Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 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 | $154,612 | $82,664+87.0% | $125,339+23.4% | $68,494+125.7% |
| Participation rate | 82.2% | 75.0%+7.2pp | 82.4%-0.1pp | 67.9%+14.3pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,303 | $3,381+27.3% | $4,814-10.6% | $2,596+65.7% |
| Participant deferral / active EE | $12,100 | $6,110+98.0% | $7,446+62.5% | $4,027+200.5% |
| Admin fee / account holder | $4,899 | $6,275-21.9% | $10,010-51.1% | $5,403-9.3% |