Filed March 17, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,804 | $124,281-91.3% | $109,143-90.1% | $167,490-93.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 11.46% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,645 | $4,207-60.9% | $3,722-55.8% | $4,837-66.0% |
| Participant deferral / active EE | $4,691 | $5,255-10.7% | $4,653+0.8% | $6,341-26.0% |
| Admin fee / account holder | $3,951 | $7,970-50.4% | $6,752-41.5% | $12,309-67.9% |