Filed May 7, 2024
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 | $416,811 | $99,640+318.3% | $86,436+382.2% | $134,475+210.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -23.41% | 6782.58%-6806.0pp | 4394.89%-4418.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $4,116 | $4,400-6.5% | $3,769+9.2% | $4,740-13.2% |
| Participant deferral / active EE | $11,878 | $7,246+63.9% | $6,952+70.9% | $6,400+85.6% |
| Admin fee / account holder | $18,747 | $8,371+123.9% | $6,731+178.5% | $11,426+64.1% |