Filed January 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,623 | $73,933-34.2% | $96,683-49.7% | $75,163-35.3% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 19.27% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $507 | $2,928-82.7% | $3,737-86.4% | $2,670-81.0% |
| Participant deferral / active EE | $3,161 | $3,659-13.6% | $4,878-35.2% | $4,125-23.4% |
| Admin fee / account holder | $1,860 | $5,216-64.3% | $6,730-72.4% | $5,651-67.1% |