Filed June 10, 2024 (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 | $69,199 | $42,894+61.3% | $60,874+13.7% | $68,494+1.0% |
| Participation rate | 38.1% | 66.8%-28.7pp | 73.1%-35.0pp | 67.9%-29.8pp |
| Annual return | -14.43% | -13.98%-0.5pp | 16.90%-31.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,300 | $2,867-54.7% | $3,817-65.9% | $4,027-67.7% |
| Admin fee / account holder | $2,175 | $3,101-29.9% | $3,224-32.5% | $5,403-59.7% |