Filed November 12, 2024 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $226,708 | $109,413+107.2% | $156,263+45.1% | $84,808+167.3% |
| Participation rate | 66.0% | 72.7%-6.7pp | 78.9%-13.0pp | 68.3%-2.4pp |
| Annual return | 13.02% | 20.18%-7.2pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,870 | $2,907-35.7% | $4,333-56.8% | $2,631-28.9% |
| Participant deferral / active EE | $6,500 | $4,590+41.6% | $6,158+5.5% | $4,212+54.3% |
| Admin fee / account holder | $2,457 | $9,357-73.7% | $14,255-82.8% | $7,344-66.5% |