Filed August 22, 2024
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 | $135,211 | $127,065+6.4% | $113,168+19.5% | $142,382-5.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.15% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,332 | $3,442+142.1% | $2,975+180.1% | $4,299+93.8% |
| Participant deferral / active EE | $7,175 | $5,716+25.5% | $5,107+40.5% | $6,507+10.3% |
| Admin fee / account holder | $1,881 | $15,736-88.0% | $12,068-84.4% | $12,624-85.1% |