Filed October 31, 2024
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 9-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 | $13,007 | $45,073-71.1% | $69,455-81.3% | $72,985-82.2% |
| Participation rate | 77.3% | 68.5%+8.8pp | 74.6%+2.7pp | 69.5%+7.8pp |
| Annual return | 28.21% | 22.65%+5.6pp | 28.97%-0.8pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,332 | $2,054-35.2% | $2,779-52.1% | $2,440-45.4% |
| Participant deferral / active EE | $3,222 | $2,602+23.8% | $3,535-8.9% | $3,607-10.7% |
| Admin fee / account holder | $343 | $3,056-88.8% | $3,839-91.1% | $5,124-93.3% |