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 | $79,207 | $65,365+21.2% | $92,893-14.7% | $72,985+8.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.11% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $4,143 | $2,594+59.7% | $3,653+13.4% | $2,440+69.8% |
| Participant deferral / active EE | $4,932 | $3,128+57.6% | $4,236+16.4% | $3,607+36.7% |
| Admin fee / account holder | $2,666 | $4,251-37.3% | $5,794-54.0% | $5,124-48.0% |