Filed July 1, 2019
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 7-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 | $173,624 | $127,065+36.6% | $113,168+53.4% | $142,382+21.9% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 10.27% | 24.03%-13.8pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,876 | $3,442-45.5% | $2,975-36.9% | $4,299-56.4% |
| Participant deferral / active EE | $7,063 | $5,716+23.6% | $5,107+38.3% | $6,507+8.5% |
| Admin fee / account holder | $10,179 | $15,736-35.3% | $12,068-15.7% | $12,624-19.4% |