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 | $99,964 | $57,354+74.3% | $83,848+19.2% | $64,186+55.7% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -5.21% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,395 | $2,545+33.4% | $3,631-6.5% | $2,381+42.6% |
| Participant deferral / active EE | $4,179 | $2,993+39.6% | $4,082+2.4% | $3,470+20.5% |
| Admin fee / account holder | $1,512 | $4,046-62.6% | $5,478-72.4% | $4,888-69.1% |