Filed February 2, 2021
Total covered: 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,003 | $138,347-32.1% | $184,203-49.0% | $80,856+16.3% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.6%+11.7pp |
| Annual return | 15.96% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,956 | $4,850-59.7% | $6,427-69.6% | $2,755-29.0% |
| Participant deferral / active EE | $1,908 | $7,071-73.0% | $9,131-79.1% | $4,296-55.6% |
| Admin fee / account holder | $5,442 | $10,483-48.1% | $13,901-60.9% | $6,918-21.3% |