Filed October 28, 2020
Total covered: 4 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 | $215,562 | $58,208+270.3% | $81,812+163.5% | $80,856+166.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.24% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $24,213 | $2,340+934.8% | $2,912+731.4% | $2,755+778.9% |
| Participant deferral / active EE | $11,193 | $3,281+241.2% | $4,319+159.2% | $4,296+160.6% |
| Admin fee / account holder | $13,095 | $4,981+162.9% | $7,386+77.3% | $6,918+89.3% |