Filed July 25, 2023 (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 9-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 | $39,195 | $73,867-46.9% | $143,757-72.7% | $68,494-42.8% |
| Participation rate | 61.9% | 66.7%-4.8pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -10.72% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,057 | $3,384+19.9% | $5,637-28.0% | $4,027+0.7% |
| Admin fee / account holder | $918 | $5,755-84.1% | $14,673-93.7% | $5,403-83.0% |