Filed February 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,428 | $52,953-48.2% | $172,739-84.1% | $65,185-57.9% |
| Participation rate | 90.5% | 66.2%+24.3pp | 82.6%+7.9pp | 70.2%+20.3pp |
| Annual return | 29.52% | 30.12%-0.6pp | 802.84%-773.3pp | 29.38%+0.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,459 | $2,471+282.9% | $5,198+82.0% | $3,514+169.2% |
| Admin fee / account holder | $1,688 | $472+257.7% | $13,954-87.9% | $847+99.3% |