Filed November 20, 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.
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 | $52,651 | $93,571-43.7% | $135,903-61.3% | $75,163-30.0% |
| Participation rate | 41.3% | 75.2%-33.9pp | 81.9%-40.6pp | 67.2%-25.9pp |
| Annual return | 17.13% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,366 | $3,537-61.4% | $4,856-71.9% | $2,670-48.8% |
| Participant deferral / active EE | $4,179 | $6,404-34.7% | $7,758-46.1% | $4,125+1.3% |
| Admin fee / account holder | $1,851 | $6,975-73.5% | $10,762-82.8% | $5,651-67.2% |