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 | $119,355 | $64,707+84.5% | $112,228+6.4% | $68,494+74.3% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -14.52% | -11.40%-3.1pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,017 | $2,746-26.5% | $3,635-44.5% | $2,596-22.3% |
| Participant deferral / active EE | $2,702 | $3,565-24.2% | $4,728-42.9% | $4,027-32.9% |
| Admin fee / account holder | $12,775 | $5,232+144.2% | $6,410+99.3% | $5,403+136.5% |