Filed October 10, 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 | $110,789 | $63,346+74.9% | $92,233+20.1% | $70,131+58.0% |
| Participation rate | 60.3% | 68.7%-8.3pp | 76.5%-16.1pp | 69.5%-9.2pp |
| Annual return | 30.53% | 530.12%-499.6pp | 176.28%-145.8pp | 73.14%-42.6pp |
| Employer contribution / active EE | $2,921 | $2,471+18.2% | $3,679-20.6% | $2,342+24.7% |
| Participant deferral / active EE | $3,759 | $2,854+31.7% | $3,897-3.5% | $3,332+12.8% |
| Admin fee / account holder | $1,979 | $3,840-48.5% | $5,194-61.9% | $4,645-57.4% |