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 | $513,599 | $57,016+800.8% | $84,966+504.5% | $80,856+535.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 8.87% | 21.66%-12.8pp | 66.38%-57.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $27,936 | $1,798+1454.1% | $2,727+924.4% | $2,755+914.1% |
| Participant deferral / active EE | $7,009 | $3,110+125.4% | $4,519+55.1% | $4,296+63.2% |
| Admin fee / account holder | $9,160 | $4,980+83.9% | $6,149+49.0% | $6,918+32.4% |