Filed January 13, 2022
Total covered: 6 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 | $72,377 | $60,323+20.0% | $81,812-11.5% | $74,495-2.8% |
| Participation rate | 99.1% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.9pp |
| Annual return | 12.89% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $4,955 | $2,620+89.1% | $2,912+70.2% | $2,623+88.9% |
| Participant deferral / active EE | $7,673 | $3,387+126.5% | $4,319+77.7% | $4,346+76.6% |
| Admin fee / account holder | $9,525 | $1,486+541.0% | $7,386+29.0% | $1,942+390.5% |