Filed December 17, 2024 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,754 | $49,922+820.9% | $80,569+470.6% | $75,163+511.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 7.28% | 34.69%-27.4pp | 935.43%-928.1pp | 160.62%-153.3pp |
| Employer contribution / active EE | $27,901 | $1,698+1543.0% | $2,723+924.5% | $2,670+945.1% |
| Participant deferral / active EE | $6,858 | $2,990+129.3% | $4,447+54.2% | $4,125+66.3% |
| Admin fee / account holder | $14,934 | $3,577+317.5% | $5,377+177.7% | $5,651+164.3% |