Filed January 19, 2024
Total covered: 19 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,991 | $138,347-46.5% | $184,203-59.8% | $80,856-8.5% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.6%+19.5pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,218 | $4,850-54.3% | $6,427-65.5% | $2,755-19.5% |
| Participant deferral / active EE | $4,218 | $7,071-40.3% | $9,131-53.8% | $4,296-1.8% |
| Admin fee / account holder | $31,924 | $10,483+204.5% | $13,901+129.7% | $6,918+361.5% |