Filed January 18, 2024
Total covered: 2 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 | $55,620 | $52,681+5.6% | $75,781-26.6% | $59,632-6.7% |
| Participation rate | 83.3% | 67.2%+16.1pp | 75.8%+7.5pp | 68.7%+14.7pp |
| Annual return | -0.11% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,722 | $2,193-21.5% | $3,323-48.2% | $2,203-21.8% |
| Participant deferral / active EE | $3,570 | $2,591+37.8% | $3,651-2.2% | $3,192+11.9% |
| Admin fee / account holder | $38,820 | $3,610+975.4% | $5,299+632.6% | $4,297+803.4% |