Filed December 22, 2022 (most recent of 3 filings on file)
Total covered: 3 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 | $72,376 | $87,841-17.6% | $133,980-46.0% | $62,891+15.1% |
| Participation rate | 97.1% | 83.4%+13.7pp | 87.1%+10.0pp | 69.3%+27.8pp |
| Annual return | 7.72% | 12.05%-4.3pp | 29.30%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,119 | $3,483+18.3% | $5,211-21.0% | $2,281+80.6% |
| Participant deferral / active EE | $4,055 | $4,812-15.7% | $6,282-35.4% | $3,203+26.6% |
| Admin fee / account holder | $1,235 | $5,371-77.0% | $9,324-86.8% | $4,296-71.2% |