Filed December 21, 2023 (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.
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 | $27,133 | $49,915-45.6% | $154,803-82.5% | $74,304-63.5% |
| Participation rate | 20.6% | 54.0%-33.3pp | 78.1%-57.4pp | 60.3%-39.7pp |
| Annual return | 13.89% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.5pp |
| Employer contribution / active EE | $471 | $1,611-70.7% | $4,305-89.1% | $2,241-79.0% |
| Participant deferral / active EE | $608 | $2,255-73.0% | $5,540-89.0% | $3,767-83.8% |
| Admin fee / account holder | $1,822 | $2,189-16.8% | $14,329-87.3% | $2,969-38.6% |