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.
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 | $46,855 | $148,978-68.5% | $200,582-76.6% | $84,808-44.8% |
| Participation rate | 74.3% | 84.2%-9.9pp | 86.9%-12.6pp | 68.3%+6.0pp |
| Annual return | 14.96% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,313 | $4,815-72.7% | $6,419-79.5% | $2,631-50.1% |
| Participant deferral / active EE | $3,329 | $7,142-53.4% | $9,331-64.3% | $4,212-21.0% |
| Admin fee / account holder | $13,706 | $13,977-1.9% | $16,305-15.9% | $7,344+86.6% |