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 | $116,358 | $58,320+99.5% | $86,436+34.6% | $66,914+73.9% |
| Participation rate | 99.0% | 78.6%+20.4pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -15.88% | -9.71%-6.2pp | 4394.89%-4410.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $6,029 | $2,615+130.5% | $3,769+60.0% | $2,544+137.0% |
| Participant deferral / active EE | $12,355 | $6,899+79.1% | $6,952+77.7% | $4,237+191.6% |
| Admin fee / account holder | $2,234 | $546+309.2% | $6,731-66.8% | $593+276.5% |