Filed March 5, 2024 (most recent of 3 filings on file)
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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,610 | $122,239-64.3% | $184,203-76.3% | $74,495-41.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.17% | 19.95%-4.8pp | 28.81%-13.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,698 | $4,537-40.5% | $6,427-58.0% | $2,623+2.9% |
| Participant deferral / active EE | $3,548 | $7,139-50.3% | $9,131-61.1% | $4,346-18.4% |
| Admin fee / account holder | $6,469 | $1,260+413.6% | $13,901-53.5% | $1,942+233.2% |