Filed November 2, 2023 (most recent of 4 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.
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,932 | $109,359-76.3% | $162,163-84.0% | $72,985-64.5% |
| Participation rate | 80.8% | 84.3%-3.5pp | 87.6%-6.8pp | 69.5%+11.3pp |
| Annual return | 17.44% | 25.46%-8.0pp | 115.59%-98.1pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,979 | $3,907-49.4% | $5,614-64.8% | $2,440-18.9% |
| Participant deferral / active EE | $2,874 | $5,481-47.6% | $7,298-60.6% | $3,607-20.3% |
| Admin fee / account holder | $2,844 | $7,972-64.3% | $10,843-73.8% | $5,124-44.5% |