Filed June 5, 2023 (most recent of 3 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 | $122,387 | $88,751+37.9% | $81,812+49.6% | $145,922-16.1% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 16.00% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,660 | $4,643+129.6% | $4,319+146.8% | $6,688+59.4% |
| Admin fee / account holder | $10,826 | $8,415+28.6% | $7,386+46.6% | $13,397-19.2% |