Filed September 8, 2020
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 | $112,683 | $148,978-24.4% | $200,582-43.8% | $84,808+32.9% |
| Participation rate | 81.5% | 84.2%-2.7pp | 86.9%-5.4pp | 68.3%+13.2pp |
| Annual return | 17.78% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,021 | $4,815-58.0% | $6,419-68.5% | $2,631-23.2% |
| Participant deferral / active EE | $8,600 | $7,142+20.4% | $9,331-7.8% | $4,212+104.2% |
| Admin fee / account holder | $43,150 | $13,977+208.7% | $16,305+164.7% | $7,344+487.6% |