Filed September 11, 2023 (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 | $171,284 | $60,124+184.9% | $90,404+89.5% | $79,858+114.5% |
| Participation rate | 69.2% | 65.0%+4.2pp | 72.7%-3.5pp | 69.6%-0.4pp |
| Annual return | 11.07% | 71.94%-60.9pp | 1293.02%-1282.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $16,737 | $2,068+709.5% | $3,262+413.1% | $2,471+577.4% |
| Participant deferral / active EE | $6,484 | $2,938+120.7% | $3,963+63.6% | $3,740+73.4% |
| Admin fee / account holder | $4,893 | $3,976+23.0% | $5,611-12.8% | $5,306-7.8% |