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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,145 | $98,240-89.7% | $82,313-87.7% | $147,584-93.1% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 19.94% | 30.85%-10.9pp | 25.88%-5.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,639 | $3,192-17.3% | $2,428+8.7% | $4,876-45.9% |
| Participant deferral / active EE | $2,639 | $4,383-39.8% | $3,706-28.8% | $5,439-51.5% |
| Admin fee / account holder | $722 | $8,563-91.6% | $5,608-87.1% | $10,885-93.4% |