Filed October 25, 2022 (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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,796 | $110,094-79.3% | $151,611-85.0% | $68,494-66.7% |
| Participation rate | 97.6% | 84.0%+13.6pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -13.63% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,765 | $4,471-60.5% | $6,166-71.4% | $2,596-32.0% |
| Participant deferral / active EE | $2,128 | $6,527-67.4% | $8,363-74.6% | $4,027-47.2% |
| Admin fee / account holder | $2,061 | $7,719-73.3% | $11,616-82.3% | $5,403-61.9% |