Filed January 17, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,288 | $53,127-67.5% | $86,590-80.0% | $70,131-75.3% |
| Participation rate | 76.9% | 65.3%+11.6pp | 73.5%+3.4pp | 69.5%+7.4pp |
| Annual return | 10.75% | 27.66%-16.9pp | 964.84%-954.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,445 | $2,696-9.3% | $3,609-32.2% | $3,332-26.6% |
| Admin fee / account holder | $1,037 | $3,585-71.1% | $4,906-78.9% | $4,645-77.7% |