Filed September 11, 2023 (most recent of 3 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,469 | $92,703+197.2% | $82,719+233.0% | $134,475+104.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.51% | 944.92%-965.4pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $12,366 | $3,274+277.7% | $3,009+311.0% | $4,740+160.9% |
| Participant deferral / active EE | $9,661 | $4,802+101.2% | $4,395+119.8% | $6,400+51.0% |
| Admin fee / account holder | $1,924 | $5,983-67.8% | $5,329-63.9% | $11,426-83.2% |