Filed May 6, 2024 (most recent of 2 filings on file)
Total covered: 8 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 | $162,904 | $89,753+81.5% | $107,525+51.5% | $84,808+92.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.45% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,607 | $3,113-48.4% | $3,754-57.2% | $2,631-38.9% |
| Participant deferral / active EE | $7,304 | $4,056+80.1% | $5,116+42.8% | $4,212+73.4% |
| Admin fee / account holder | $4,472 | $7,222-38.1% | $8,919-49.9% | $7,344-39.1% |