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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,499 | $171,865-35.1% | $149,718-25.5% | $147,584-24.5% |
| Participation rate | 47.4% | 88.2%-40.8pp | 87.1%-39.7pp | 82.8%-35.5pp |
| Annual return | 9.30% | 2113.22%-2103.9pp | 1501.63%-1492.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $4,203 | $6,275-33.0% | $5,445-22.8% | $4,876-13.8% |
| Participant deferral / active EE | $908 | $7,271-87.5% | $6,569-86.2% | $5,439-83.3% |
| Admin fee / account holder | $16,985 | $13,799+23.1% | $11,283+50.5% | $10,885+56.0% |