Filed November 17, 2023
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.
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 | $29,012 | $88,672-67.3% | $105,223-72.4% | $82,448-64.8% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 6.36% | 30.86%-24.5pp | 180.65%-174.3pp | 41.64%-35.3pp |
| Employer contribution / active EE | $2,339 | $3,048-23.3% | $3,689-36.6% | $2,551-8.3% |
| Participant deferral / active EE | $2,825 | $4,036-30.0% | $5,072-44.3% | $4,139-31.7% |
| Admin fee / account holder | $6,808 | $7,146-4.7% | $8,859-23.2% | $7,234-5.9% |