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 | $102,622 | $72,277+42.0% | $101,248+1.4% | $79,858+28.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 27.17% | 22.30%+4.9pp | 46.47%-19.3pp | 31.71%-4.5pp |
| Employer contribution / active EE | $4,360 | $2,692+62.0% | $3,660+19.1% | $2,471+76.4% |
| Participant deferral / active EE | $5,228 | $3,282+59.3% | $4,370+19.6% | $3,740+39.8% |
| Admin fee / account holder | $1,272 | $4,400-71.1% | $5,945-78.6% | $5,306-76.0% |