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 | $82,675 | $88,707-6.8% | $74,183+11.4% | $273,961-69.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.49% | 11.94%+3.6pp | 17.74%-2.2pp | 41.45%-26.0pp |
| Employer contribution / active EE | $10,690 | $3,159+238.4% | $2,370+351.1% | $4,869+119.6% |
| Participant deferral / active EE | $4,902 | $4,212+16.4% | $3,550+38.1% | $5,287-7.3% |
| Admin fee / account holder | $1,087 | $8,717-87.5% | $5,586-80.5% | $10,132-89.3% |