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 | $72,039 | $94,529-23.8% | $140,016-48.5% | $64,186+12.2% |
| Participation rate | 97.5% | 84.1%+13.4pp | 87.5%+10.0pp | 69.6%+27.9pp |
| Annual return | -4.88% | 7.77%-12.7pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,798 | $3,812+25.8% | $5,606-14.4% | $2,381+101.5% |
| Participant deferral / active EE | $4,609 | $5,250-12.2% | $6,927-33.5% | $3,470+32.8% |
| Admin fee / account holder | $537 | $6,741-92.0% | $10,705-95.0% | $4,888-89.0% |