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 | $98,210 | $123,793-20.7% | $177,821-44.8% | $79,858+23.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.46% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,026 | $4,095+47.1% | $5,918+1.8% | $2,471+143.9% |
| Participant deferral / active EE | $5,224 | $5,956-12.3% | $7,714-32.3% | $3,740+39.7% |
| Admin fee / account holder | $2,539 | $7,243-64.9% | $12,427-79.6% | $5,306-52.2% |