Filed August 18, 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.)
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 | $94,106 | $102,317-8.0% | $146,958-36.0% | $80,856+16.4% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.2%-0.8pp | 67.6%+13.8pp |
| Annual return | 16.79% | 134.76%-118.0pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $5,810 | $3,713+56.5% | $4,933+17.8% | $2,755+110.9% |
| Participant deferral / active EE | $7,493 | $6,644+12.8% | $8,070-7.1% | $4,296+74.4% |
| Admin fee / account holder | $5,420 | $7,941-31.7% | $12,998-58.3% | $6,918-21.7% |