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 | $111,755 | $105,126+6.3% | $94,646+18.1% | $139,434-19.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.76% | 38.03%-12.3pp | 156.71%-130.9pp | 372.94%-347.2pp |
| Employer contribution / active EE | $10,441 | $4,106+154.3% | $3,672+184.3% | $4,751+119.8% |
| Participant deferral / active EE | $19,518 | $7,599+156.8% | $7,418+163.1% | $6,710+190.9% |
| Admin fee / account holder | $5,210 | $8,984-42.0% | $7,231-27.9% | $11,403-54.3% |