Filed March 23, 2023
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,931 | $208,526-56.9% | $96,683-7.0% | - |
| Participation rate | 78.8% | 66.0%+12.8pp | 74.3%+4.4pp | - |
| Annual return | 17.22% | 18.23%-1.0pp | 35.69%-18.5pp | - |
| Employer contribution / active EE | $3,921 | $2,182+79.7% | $3,737+4.9% | - |
| Participant deferral / active EE | $9,186 | $4,056+126.5% | $4,878+88.3% | - |
| Admin fee / account holder | $5,595 | $13,060-57.2% | $6,730-16.9% | - |