Filed May 20, 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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,040 | $45,073+26.6% | $69,455-17.9% | $72,985-21.8% |
| Participation rate | 86.8% | 68.5%+18.3pp | 74.6%+12.2pp | 69.5%+17.4pp |
| Annual return | 0.56% | 22.65%-22.1pp | 28.97%-28.4pp | 81.00%-80.4pp |
| Employer contribution / active EE | $5,554 | $2,054+170.4% | $2,779+99.9% | $2,440+127.6% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,917 | $3,056-37.3% | $3,839-50.1% | $5,124-62.6% |