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 | $76,310 | $148,978-48.8% | $200,582-62.0% | $84,808-10.0% |
| Participation rate | 87.9% | 84.2%+3.6pp | 86.9%+1.0pp | 68.3%+19.6pp |
| Annual return | 13.92% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,083 | $4,815-56.7% | $6,419-67.6% | $2,631-20.8% |
| Participant deferral / active EE | $3,730 | $7,142-47.8% | $9,331-60.0% | $4,212-11.4% |
| Admin fee / account holder | $10,353 | $13,977-25.9% | $16,305-36.5% | $7,344+41.0% |