Filed September 11, 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 | $88,864 | $54,705+62.4% | $71,209+24.8% | $84,808+4.8% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 20.52% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $6,695 | $2,158+210.2% | $2,721+146.0% | $2,631+154.5% |
| Participant deferral / active EE | $10,688 | $3,030+252.7% | $4,175+156.0% | $4,212+153.8% |
| Admin fee / account holder | $1,434 | $4,863-70.5% | $5,349-73.2% | $7,344-80.5% |