Filed March 29, 2022 (most recent of 4 filings on file)
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 | $115,695 | $123,793-6.5% | $177,821-34.9% | $79,858+44.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.89% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,295 | $4,095+4.9% | $5,918-27.4% | $2,471+73.8% |
| Participant deferral / active EE | $6,490 | $5,956+9.0% | $7,714-15.9% | $3,740+73.5% |
| Admin fee / account holder | $7,377 | $7,243+1.9% | $12,427-40.6% | $5,306+39.0% |