Filed October 1, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,833 | $48,230+90.4% | $67,502+36.0% | $80,856+13.6% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.6%+18.6pp |
| Annual return | 15.51% | 18.28%-2.8pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,671 | $2,924+25.6% | $4,000-8.2% | $4,296-14.6% |
| Admin fee / account holder | $6,238 | $3,681+69.5% | $3,998+56.0% | $6,918-9.8% |