Filed January 3, 2025
Total covered: 8 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,097 | $138,347-60.9% | $184,203-70.6% | $80,856-33.1% |
| Participation rate | 68.1% | 83.9%-15.8pp | 86.8%-18.8pp | 67.6%+0.4pp |
| Annual return | 29.94% | 20.02%+9.9pp | 28.81%+1.1pp | 35.59%-5.7pp |
| Employer contribution / active EE | $1,231 | $4,850-74.6% | $6,427-80.9% | $2,755-55.3% |
| Participant deferral / active EE | $3,236 | $7,071-54.2% | $9,131-64.6% | $4,296-24.7% |
| Admin fee / account holder | $9,704 | $10,483-7.4% | $13,901-30.2% | $6,918+40.3% |