Filed November 10, 2023 (most recent of 3 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 | $99,672 | $58,694+69.8% | $142,863-30.2% | $85,850+16.1% |
| Participation rate | 47.5% | 58.5%-10.9pp | 71.9%-24.4pp | 69.3%-21.8pp |
| Annual return | 15.13% | 27.72%-12.6pp | 5637.54%-5622.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,941 | $1,423+36.4% | $4,144-53.2% | $2,565-24.3% |
| Participant deferral / active EE | $3,321 | $2,607+27.4% | $3,837-13.5% | $3,952-16.0% |
| Admin fee / account holder | $16,262 | $4,239+283.6% | $6,560+147.9% | $6,260+159.8% |