Filed March 18, 2024
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,604 | $58,208+382.1% | $81,812+243.0% | $80,856+247.0% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 11.36% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $15,564 | $2,340+565.1% | $2,912+434.4% | $2,755+465.0% |
| Participant deferral / active EE | $16,753 | $3,281+410.6% | $4,319+287.9% | $4,296+290.0% |
| Admin fee / account holder | $937 | $4,981-81.2% | $7,386-87.3% | $6,918-86.5% |