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 | $183,523 | $112,096+63.7% | $95,952+91.3% | $158,922+15.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.79% | 171.09%-155.3pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $10,761 | $3,198+236.5% | $2,541+323.5% | $4,761+126.0% |
| Participant deferral / active EE | $10,415 | $4,784+117.7% | $4,167+149.9% | $5,982+74.1% |
| Admin fee / account holder | $1,466 | $10,130-85.5% | $6,795-78.4% | $11,246-87.0% |