Filed October 11, 2024 (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 | $43,665 | $94,529-53.8% | $140,016-68.8% | $64,186-32.0% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.3pp |
| Annual return | -1.67% | 7.77%-9.4pp | 651.12%-652.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $5,003 | $3,812+31.2% | $5,606-10.8% | $2,381+110.1% |
| Participant deferral / active EE | $2,688 | $5,250-48.8% | $6,927-61.2% | $3,470-22.5% |
| Admin fee / account holder | $3,709 | $6,741-45.0% | $10,705-65.3% | $4,888-24.1% |