Filed April 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,128 | $138,065-94.1% | $123,544-93.4% | $135,375-94.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -26.60% | 153.68%-180.3pp | 119.20%-145.8pp | 519.73%-546.3pp |
| Employer contribution / active EE | $4,392 | $5,151-14.7% | $4,628-5.1% | $4,779-8.1% |
| Participant deferral / active EE | $5,176 | $6,799-23.9% | $6,426-19.4% | $5,609-7.7% |
| Admin fee / account holder | $469 | $10,916-95.7% | $9,284-95.0% | $10,827-95.7% |