Filed June 23, 2023 (most recent of 2 filings on file)
Total covered: 7 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 | $85,062 | $98,750-13.9% | $149,696-43.2% | $79,858+6.5% |
| Participation rate | 92.5% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+22.9pp |
| Annual return | 15.67% | 27.43%-11.8pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $838 | $3,216-73.9% | $4,644-82.0% | $2,471-66.1% |
| Participant deferral / active EE | $8,380 | $5,680+47.5% | $6,842+22.5% | $3,740+124.1% |
| Admin fee / account holder | $5,576 | $6,053-7.9% | $9,309-40.1% | $5,306+5.1% |