Filed November 6, 2023 (most recent of 2 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.)
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 | $205,888 | $83,477+146.6% | $125,175+64.5% | $72,985+182.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 35.82% | 25.78%+10.0pp | 43.79%-8.0pp | 81.00%-45.2pp |
| Employer contribution / active EE | $4,738 | $2,345+102.0% | $3,865+22.6% | $2,440+94.2% |
| Participant deferral / active EE | $9,730 | $3,585+171.4% | $4,937+97.1% | $3,607+169.7% |
| Admin fee / account holder | $15,283 | $5,517+177.0% | $9,702+57.5% | $5,124+198.2% |