Filed October 11, 2024 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,188 | $148,978-20.0% | $200,582-40.6% | $84,808+40.5% |
| Participation rate | 84.9% | 84.2%+0.7pp | 86.9%-2.0pp | 68.3%+16.6pp |
| Annual return | 15.88% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,542 | $4,815-68.0% | $6,419-76.0% | $2,631-41.4% |
| Participant deferral / active EE | $5,947 | $7,142-16.7% | $9,331-36.3% | $4,212+41.2% |
| Admin fee / account holder | $11,446 | $13,977-18.1% | $16,305-29.8% | $7,344+55.9% |