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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,931 | $62,127-0.3% | $81,382-23.9% | $74,495-16.9% |
| Participation rate | 62.4% | 64.0%-1.6pp | 69.5%-7.1pp | 67.2%-4.8pp |
| Annual return | 21.63% | 16.48%+5.2pp | 24.73%-3.1pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $2,329 | $1,882+23.8% | $2,463-5.4% | $2,623-11.2% |
| Participant deferral / active EE | $4,312 | $3,229+33.5% | $3,883+11.0% | $4,346-0.8% |
| Admin fee / account holder | $10,392 | $1,934+437.2% | $5,768+80.2% | $1,942+435.2% |