Filed October 13, 2024
Total covered: 2 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 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,973 | $95,803+55.5% | $113,168+31.6% | $84,808+75.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | -14.06% | 25.00%-39.1pp | 24.27%-38.3pp | 40.90%-55.0pp |
| Employer contribution / active EE | $3,799 | $2,360+61.0% | $2,975+27.7% | $2,631+44.4% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,439 | $8,989+27.3% | $12,068-5.2% | $7,344+55.8% |