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 | $148,784 | $92,222+61.3% | $76,768+93.8% | $135,375+9.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.06% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $8,840 | $3,216+174.9% | $2,485+255.7% | $4,779+85.0% |
| Participant deferral / active EE | $7,178 | $4,509+59.2% | $3,852+86.4% | $5,609+28.0% |
| Admin fee / account holder | $1,678 | $10,748-84.4% | $6,675-74.9% | $10,827-84.5% |