Filed July 25, 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.)
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 | $28,500 | $160,055-82.2% | $140,016-79.6% | $135,375-78.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.02% | 911.38%-920.4pp | 651.12%-660.1pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,709 | $6,420-73.4% | $5,606-69.5% | $4,779-64.2% |
| Participant deferral / active EE | $3,058 | $7,642-60.0% | $6,927-55.9% | $5,609-45.5% |
| Admin fee / account holder | $398 | $13,328-97.0% | $10,705-96.3% | $10,827-96.3% |