Filed March 31, 2021
Total covered: 2 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 | $138,759 | $69,010+101.1% | $159,960-13.3% | $68,494+102.6% |
| Participation rate | 81.8% | 65.4%+16.4pp | 78.0%+3.9pp | 67.9%+13.9pp |
| Annual return | -13.50% | -9.65%-3.9pp | 408.60%-422.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,416 | $2,213-36.0% | $4,226-66.5% | $2,596-45.4% |
| Participant deferral / active EE | $5,416 | $4,212+28.6% | $6,182-12.4% | $4,027+34.5% |
| Admin fee / account holder | $8,083 | $4,798+68.5% | $8,698-7.1% | $5,403+49.6% |