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 | $109,881 | $98,240+11.9% | $82,313+33.5% | $147,584-25.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.26% | 30.85%-11.6pp | 25.88%-6.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $10,777 | $3,192+237.7% | $2,428+343.8% | $4,876+121.0% |
| Participant deferral / active EE | $8,615 | $4,383+96.5% | $3,706+132.5% | $5,439+58.4% |
| Admin fee / account holder | $1,588 | $8,563-81.5% | $5,608-71.7% | $10,885-85.4% |