Filed August 29, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,120 | $137,414-57.7% | $189,513-69.3% | $85,850-32.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.84% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $964 | $4,344-77.8% | $6,162-84.3% | $2,565-62.4% |
| Participant deferral / active EE | $5,663 | $6,260-9.5% | $8,221-31.1% | $3,952+43.3% |
| Admin fee / account holder | $3,295 | $8,630-61.8% | $12,045-72.6% | $6,260-47.4% |