Filed January 14, 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 | $34,370 | $102,966-66.6% | $90,281-61.9% | $152,861-77.5% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 19.30% | 95.16%-75.9pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,972 | $3,139-37.2% | $2,854-30.9% | $4,762-58.6% |
| Participant deferral / active EE | $3,554 | $4,281-17.0% | $3,885-8.5% | $5,850-39.3% |
| Admin fee / account holder | $15,296 | $6,171+147.9% | $5,351+185.8% | $11,596+31.9% |