Filed July 2, 2024
Total covered: 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,292 | $53,777+28.9% | $134,143-48.3% | $79,858-13.2% |
| Participation rate | 48.6% | 58.8%-10.1pp | 72.2%-23.5pp | 69.6%-21.0pp |
| Annual return | 14.56% | 19.01%-4.4pp | 36.33%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,325 | $1,321+0.3% | $3,704-64.2% | $2,471-46.4% |
| Participant deferral / active EE | $2,683 | $2,420+10.9% | $3,499-23.3% | $3,740-28.3% |
| Admin fee / account holder | $2,295 | $3,984-42.4% | $6,684-65.7% | $5,306-56.8% |