Filed October 27, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,664 | $53,127-27.2% | $86,590-55.3% | $70,131-44.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.02% | 27.66%-20.6pp | 964.84%-957.8pp | 73.14%-66.1pp |
| Employer contribution / active EE | $8,519 | $2,068+311.9% | $2,839+200.0% | $2,342+263.7% |
| Participant deferral / active EE | $5,888 | $2,696+118.4% | $3,609+63.2% | $3,332+76.7% |
| Admin fee / account holder | $13,503 | $3,585+276.6% | $4,906+175.3% | $4,645+190.7% |