Filed February 7, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,211 | $108,919+25.1% | $100,391+35.7% | $145,922-6.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 57.88%-38.3pp | 49.20%-29.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $17,479 | $4,419+295.5% | $3,942+343.4% | $4,660+275.1% |
| Participant deferral / active EE | $23,834 | $8,445+182.2% | $8,082+194.9% | $6,688+256.4% |
| Admin fee / account holder | $7,090 | $9,689-26.8% | $7,899-10.2% | $13,397-47.1% |