Filed November 19, 2024
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 | $143,299 | $86,286+66.1% | $111,297+28.8% | $85,850+66.9% |
| Participation rate | 63.2% | 73.3%-10.1pp | 77.3%-14.1pp | 69.3%-6.1pp |
| Annual return | 13.27% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,526 | $2,043-25.3% | $2,731-44.1% | $2,565-40.5% |
| Participant deferral / active EE | $3,464 | $3,641-4.8% | $4,487-22.8% | $3,952-12.3% |
| Admin fee / account holder | $5,661 | $8,188-30.9% | $7,964-28.9% | $6,260-9.6% |