Filed June 20, 2024 (most recent of 2 filings on file)
Total covered: 15 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 | $81,897 | $148,978-45.0% | $200,582-59.2% | $84,808-3.4% |
| Participation rate | 96.8% | 84.2%+12.6pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 15.05% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,587 | $4,815-25.5% | $6,419-44.1% | $2,631+36.3% |
| Participant deferral / active EE | $6,399 | $7,142-10.4% | $9,331-31.4% | $4,212+51.9% |
| Admin fee / account holder | $7,184 | $13,977-48.6% | $16,305-55.9% | $7,344-2.2% |