Filed November 12, 2021 (most recent of 2 filings on file)
Total covered: 8 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 | $99,877 | $70,475+41.7% | $100,516-0.6% | $79,858+25.1% |
| Participation rate | 94.6% | 73.7%+20.9pp | 79.4%+15.2pp | 69.6%+24.9pp |
| Annual return | 16.29% | 21.90%-5.6pp | 30.89%-14.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,581 | $2,165+157.9% | $3,418+63.3% | $2,471+125.9% |
| Participant deferral / active EE | $11,409 | $5,181+120.2% | $6,270+82.0% | $3,740+205.1% |
| Admin fee / account holder | $8,940 | $4,478+99.6% | $8,081+10.6% | $5,306+68.5% |