Filed July 22, 2024
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 | $56,351 | $65,561-14.0% | $91,541-38.4% | $74,304-24.2% |
| Participation rate | 74.6% | 56.6%+18.0pp | 69.8%+4.8pp | 60.3%+14.2pp |
| Annual return | 19.82% | 17.68%+2.1pp | 20.50%-0.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $2,291 | $1,717+33.5% | $2,505-8.5% | $2,241+2.2% |
| Participant deferral / active EE | $4,364 | $2,918+49.6% | $4,008+8.9% | $3,767+15.8% |
| Admin fee / account holder | $1,845 | $3,333-44.6% | $6,956-73.5% | $2,969-37.8% |