Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 7 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 | $248,138 | $110,094+125.4% | $151,611+63.7% | $68,494+262.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.62% | -10.12%-4.5pp | 3.33%-17.9pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,433 | $4,471-0.8% | $6,166-28.1% | $2,596+70.7% |
| Participant deferral / active EE | $10,838 | $6,527+66.0% | $8,363+29.6% | $4,027+169.1% |
| Admin fee / account holder | $11,405 | $7,719+47.8% | $11,616-1.8% | $5,403+111.1% |