Filed March 11, 2024 (most recent of 2 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,828 | $153,772-40.9% | $133,980-32.2% | $273,961-66.8% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 5.82% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $7,790 | $6,029+29.2% | $5,211+49.5% | $4,869+60.0% |
| Participant deferral / active EE | $1,351 | $6,958-80.6% | $6,282-78.5% | $5,287-74.4% |
| Admin fee / account holder | $6,520 | $11,765-44.6% | $9,324-30.1% | $10,132-35.6% |