Filed May 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,388 | $214,378-35.4% | $200,582-31.0% | $142,382-2.8% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 11.21% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $251 | $6,841-96.3% | $6,419-96.1% | $4,299-94.2% |
| Participant deferral / active EE | $7,200 | $9,865-27.0% | $9,331-22.8% | $6,507+10.6% |
| Admin fee / account holder | $6,624 | $17,692-62.6% | $16,305-59.4% | $12,624-47.5% |