Filed April 18, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.
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 | $31,593 | $87,841-64.0% | $133,980-76.4% | $62,891-49.8% |
| Participation rate | 83.2% | 83.4%-0.2pp | 87.1%-3.9pp | 69.3%+13.9pp |
| Annual return | 10.80% | 12.05%-1.3pp | 29.30%-18.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,268 | $3,483-63.6% | $5,211-75.7% | $2,281-44.4% |
| Participant deferral / active EE | $2,286 | $4,812-52.5% | $6,282-63.6% | $3,203-28.6% |
| Admin fee / account holder | $1,595 | $5,371-70.3% | $9,324-82.9% | $4,296-62.9% |