Filed December 20, 2024 (most recent of 3 filings on file)
Total covered: 3 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 | $166,930 | $77,813+114.5% | $123,544+35.1% | $64,186+160.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.57% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $6,010 | $3,014+99.4% | $4,628+29.9% | $2,381+152.4% |
| Participant deferral / active EE | $12,806 | $5,240+144.4% | $6,426+99.3% | $3,470+269.1% |
| Admin fee / account holder | $6,874 | $5,519+24.6% | $9,284-26.0% | $4,888+40.6% |