Filed March 6, 2023 (most recent of 2 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 | $174,512 | $76,000+129.6% | $154,107+13.2% | $64,186+171.9% |
| Participation rate | 23.1% | 70.4%-47.3pp | 83.0%-60.0pp | 69.6%-46.5pp |
| Annual return | 3.29% | 30.32%-27.0pp | 735.12%-731.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $1,040 | $3,351-69.0% | $5,298-80.4% | $2,381-56.3% |
| Participant deferral / active EE | $2,434 | $3,175-23.3% | $5,081-52.1% | $3,470-29.8% |
| Admin fee / account holder | $5,961 | $5,596+6.5% | $13,411-55.5% | $4,888+22.0% |