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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,023 | $57,651-18.4% | $112,229-58.1% | $71,457-34.2% |
| Participation rate | 61.9% | 58.9%+3.0pp | 72.4%-10.5pp | 67.9%-6.0pp |
| Annual return | 24.10% | 18.32%+5.8pp | 30.20%-6.1pp | 28.85%-4.7pp |
| Employer contribution / active EE | $2,018 | $1,913+5.5% | $3,430-41.2% | $2,588-22.0% |
| Participant deferral / active EE | $4,064 | $2,863+41.9% | $4,798-15.3% | $4,289-5.3% |
| Admin fee / account holder | $4,539 | $1,581+187.0% | $7,748-41.4% | $1,587+185.9% |