Filed June 28, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,591 | $100,041+193.5% | $149,718+96.1% | $70,131+318.6% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.1%+8.2pp | 69.5%+25.7pp |
| Annual return | 12.44% | 27.43%-15.0pp | 1501.63%-1489.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $6,879 | $3,662+87.9% | $5,445+26.3% | $2,342+193.7% |
| Participant deferral / active EE | $4,289 | $4,983-13.9% | $6,569-34.7% | $3,332+28.7% |
| Admin fee / account holder | $13,917 | $8,286+68.0% | $11,283+23.4% | $4,645+199.6% |