Filed August 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.
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.)
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 | $38,648 | $137,414-71.9% | $189,513-79.6% | $85,850-55.0% |
| Participation rate | 95.5% | 84.6%+10.8pp | 87.8%+7.6pp | 69.3%+26.1pp |
| Annual return | 12.17% | 38.14%-26.0pp | 555.15%-543.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,323 | $4,344-69.6% | $6,162-78.5% | $2,565-48.4% |
| Participant deferral / active EE | $3,846 | $6,260-38.6% | $8,221-53.2% | $3,952-2.7% |
| Admin fee / account holder | $518 | $8,630-94.0% | $12,045-95.7% | $6,260-91.7% |