Filed October 18, 2023
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.
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.
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 | $39,807 | $89,652-55.6% | $141,162-71.8% | $65,185-38.9% |
| Participation rate | 74.6% | 74.7%-0.1pp | 82.5%-7.9pp | 70.2%+4.4pp |
| Annual return | 18.81% | 32.79%-14.0pp | 71.39%-52.6pp | 29.38%-10.6pp |
| Employer contribution / active EE | $772 | $3,065-74.8% | $4,735-83.7% | $2,177-64.5% |
| Participant deferral / active EE | $2,656 | $5,691-53.3% | $6,709-60.4% | $3,514-24.4% |
| Admin fee / account holder | $499 | $569-12.2% | $10,261-95.1% | $847-41.1% |