Filed December 28, 2023
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 | $61,740 | $63,346-2.5% | $92,233-33.1% | $70,131-12.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.19% | 530.12%-508.9pp | 176.28%-155.1pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,510 | $2,471+42.0% | $3,679-4.6% | $2,342+49.8% |
| Participant deferral / active EE | $4,534 | $2,854+58.9% | $3,897+16.4% | $3,332+36.1% |
| Admin fee / account holder | $2,660 | $3,840-30.7% | $5,194-48.8% | $4,645-42.7% |