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 | $109,417 | $110,094-0.6% | $151,611-27.8% | $68,494+59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.42% | -10.12%-1.3pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $5,433 | $4,471+21.5% | $6,166-11.9% | $2,596+109.2% |
| Participant deferral / active EE | $5,633 | $6,527-13.7% | $8,363-32.6% | $4,027+39.9% |
| Admin fee / account holder | $1,676 | $7,719-78.3% | $11,616-85.6% | $5,403-69.0% |