Filed March 27, 2023
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 | $79,459 | $65,365+21.6% | $92,893-14.5% | $72,985+8.9% |
| Participation rate | 71.7% | 68.3%+3.4pp | 76.0%-4.3pp | 69.5%+2.2pp |
| Annual return | 18.81% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,968 | $2,594-24.1% | $3,653-46.1% | $2,440-19.3% |
| Participant deferral / active EE | $5,710 | $3,128+82.5% | $4,236+34.8% | $3,607+58.3% |
| Admin fee / account holder | $719 | $4,251-83.1% | $5,794-87.6% | $5,124-86.0% |