Filed March 14, 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.)
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 | $305,367 | $87,733+248.1% | $106,548+186.6% | $85,850+255.7% |
| Participation rate | 97.8% | 71.9%+25.8pp | 76.1%+21.6pp | 69.3%+28.4pp |
| Annual return | 10.84% | 21.86%-11.0pp | 26.80%-16.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,041 | $2,073-1.5% | $2,819-27.6% | $2,565-20.4% |
| Participant deferral / active EE | $5,295 | $3,469+52.6% | $4,398+20.4% | $3,952+34.0% |
| Admin fee / account holder | $2,951 | $6,767-56.4% | $7,407-60.2% | $6,260-52.9% |