Filed August 10, 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 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 | $167,799 | $81,900+104.9% | $119,609+40.3% | $68,494+145.0% |
| Participation rate | 64.5% | 71.9%-7.4pp | 79.3%-14.7pp | 67.9%-3.4pp |
| Annual return | -17.82% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,520 | $2,693+67.8% | $4,232+6.8% | $2,596+74.1% |
| Participant deferral / active EE | $6,473 | $4,148+56.1% | $5,602+15.5% | $4,027+60.7% |
| Admin fee / account holder | $3,736 | $6,582-43.2% | $10,323-63.8% | $5,403-30.9% |