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 | $59,922 | $57,354+4.5% | $83,848-28.5% | $64,186-6.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 13.81% | 11.38%+2.4pp | 850.88%-837.1pp | 7.63%+6.2pp |
| Employer contribution / active EE | $3,563 | $2,545+40.0% | $3,631-1.9% | $2,381+49.7% |
| Participant deferral / active EE | $4,004 | $2,993+33.8% | $4,082-1.9% | $3,470+15.4% |
| Admin fee / account holder | $2,681 | $4,046-33.7% | $5,478-51.1% | $4,888-45.2% |