Filed April 4, 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 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,472 | $101,317-41.3% | $146,958-59.5% | $74,495-20.2% |
| Participation rate | 81.3% | 75.5%+5.8pp | 82.2%-0.9pp | 67.2%+14.1pp |
| Annual return | 17.31% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,277 | $3,810-14.0% | $4,933-33.6% | $2,623+24.9% |
| Participant deferral / active EE | $8,031 | $7,303+10.0% | $8,070-0.5% | $4,346+84.8% |
| Admin fee / account holder | $7,725 | $1,739+344.3% | $12,998-40.6% | $1,942+297.8% |