Filed February 8, 2023
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 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,751 | $77,813-77.2% | $123,544-85.6% | $64,186-72.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 11.00% | 12.48%-1.5pp | 119.20%-108.2pp | 7.63%+3.4pp |
| Employer contribution / active EE | $4,095 | $3,014+35.9% | $4,628-11.5% | $2,381+72.0% |
| Participant deferral / active EE | $3,834 | $5,240-26.8% | $6,426-40.3% | $3,470+10.5% |
| Admin fee / account holder | $1,683 | $5,519-69.5% | $9,284-81.9% | $4,888-65.6% |