Filed January 16, 2022
Total covered: 9 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 | $230,026 | $148,978+54.4% | $200,582+14.7% | $84,808+171.2% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 21.23% | 28.16%-6.9pp | 42.33%-21.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,764 | $4,815-1.1% | $6,419-25.8% | $2,631+81.1% |
| Participant deferral / active EE | $17,594 | $7,142+146.3% | $9,331+88.6% | $4,212+317.8% |
| Admin fee / account holder | $2,459 | $13,977-82.4% | $16,305-84.9% | $7,344-66.5% |