Filed September 16, 2024
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,137 | $64,839+97.6% | $95,585+34.1% | $84,808+51.1% |
| Participation rate | 66.2% | 63.8%+2.4pp | 72.1%-5.9pp | 68.3%-2.1pp |
| Annual return | 14.52% | -670.96%+685.5pp | 38.56%-24.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,123 | $1,759-36.1% | $2,527-55.5% | $2,631-57.3% |
| Participant deferral / active EE | $5,400 | $2,965+82.1% | $4,023+34.2% | $4,212+28.2% |
| Admin fee / account holder | $18,827 | $5,964+215.7% | $6,127+207.3% | $7,344+156.4% |