Filed November 3, 2022 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,710 | $116,875-73.7% | $141,084-78.2% | $116,875-73.7% |
| Participation rate | 81.6% | 74.5%+7.0pp | 63.5%+18.1pp | 74.5%+7.0pp |
| Annual return | 15.54% | 16.29%-0.8pp | -42.88%+58.4pp | 16.29%-0.8pp |
| Employer contribution / active EE | $2,318 | $3,288-29.5% | $2,224+4.2% | $3,288-29.5% |
| Participant deferral / active EE | $2,487 | $3,885-36.0% | $1,670+48.9% | $3,885-36.0% |
| Admin fee / account holder | $13,063 | $12,263+6.5% | $3,020+332.5% | $12,263+6.5% |