Filed March 31, 2022 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,544 | $171,865-84.0% | $149,718-81.6% | $147,584-81.3% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 12.35% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,854 | $6,275-70.5% | $5,445-66.0% | $4,876-62.0% |
| Participant deferral / active EE | $2,553 | $7,271-64.9% | $6,569-61.1% | $5,439-53.1% |
| Admin fee / account holder | $380 | $13,799-97.2% | $11,283-96.6% | $10,885-96.5% |