Filed November 26, 2024 (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.
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 | $32,546 | $52,681-38.2% | $75,781-57.1% | $59,632-45.4% |
| Participation rate | 64.5% | 67.2%-2.7pp | 75.8%-11.3pp | 68.7%-4.2pp |
| Annual return | 0.22% | 2.95%-2.7pp | 9.68%-9.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,659 | $2,193-24.4% | $3,323-50.1% | $2,203-24.7% |
| Participant deferral / active EE | $3,004 | $2,591+16.0% | $3,651-17.7% | $3,192-5.9% |
| Admin fee / account holder | $825 | $3,610-77.2% | $5,299-84.4% | $4,297-80.8% |