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 | $152,750 | $100,754+51.6% | $86,677+76.2% | $134,475+13.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.20% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,817 | $3,489+152.7% | $2,836+210.9% | $4,740+86.0% |
| Participant deferral / active EE | $9,041 | $5,338+69.4% | $4,656+94.2% | $6,400+41.3% |
| Admin fee / account holder | $55,343 | $10,926+406.5% | $7,493+638.6% | $11,426+384.4% |