Filed January 12, 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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,701 | $83,902+73.7% | $167,512-13.0% | $84,808+71.8% |
| Participation rate | 98.0% | 66.5%+31.6pp | 77.1%+21.0pp | 68.3%+29.7pp |
| Annual return | 13.15% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $6,248 | $2,264+176.0% | $3,882+61.0% | $2,631+137.5% |
| Participant deferral / active EE | $8,696 | $4,442+95.8% | $6,405+35.8% | $4,212+106.5% |
| Admin fee / account holder | $32,697 | $7,915+313.1% | $9,769+234.7% | $7,344+345.2% |