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 | $105,792 | $72,492+45.9% | $87,100+21.5% | $72,985+45.0% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.9%+10.4pp | 69.5%+17.8pp |
| Annual return | 23.95% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $4,032 | $1,894+112.9% | $2,521+59.9% | $2,440+65.3% |
| Participant deferral / active EE | $5,300 | $3,270+62.1% | $4,049+30.9% | $3,607+46.9% |
| Admin fee / account holder | $10,659 | $5,055+110.9% | $7,497+42.2% | $5,124+108.0% |