Filed December 15, 2022
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 7-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 | $37,925 | $54,350-30.2% | $82,719-54.2% | $68,494-44.6% |
| Participation rate | 40.6% | 63.9%-23.3pp | 72.6%-31.9pp | 67.9%-27.3pp |
| Annual return | -17.78% | -13.67%-4.1pp | 701.18%-719.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,262 | $2,218-43.1% | $3,009-58.0% | $2,596-51.4% |
| Participant deferral / active EE | $2,427 | $3,246-25.2% | $4,395-44.8% | $4,027-39.7% |
| Admin fee / account holder | $1,913 | $4,395-56.5% | $5,329-64.1% | $5,403-64.6% |