Filed December 8, 2023 (most recent of 2 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.
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 | $97,447 | $62,586+55.7% | $76,768+26.9% | $64,186+51.8% |
| Participation rate | 87.7% | 72.8%+14.9pp | 77.0%+10.8pp | 69.6%+18.2pp |
| Annual return | -5.77% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,725 | $1,832+103.4% | $2,485+49.9% | $2,381+56.5% |
| Participant deferral / active EE | $6,648 | $3,145+111.4% | $3,852+72.6% | $3,470+91.6% |
| Admin fee / account holder | $10,930 | $4,667+134.2% | $6,675+63.8% | $4,888+123.6% |