Filed May 14, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,818 | $109,359-75.5% | $162,163-83.5% | $72,985-63.3% |
| Participation rate | 94.7% | 84.3%+10.5pp | 87.6%+7.2pp | 69.5%+25.3pp |
| Annual return | 18.96% | 25.46%-6.5pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,318 | $3,907-66.3% | $5,614-76.5% | $2,440-46.0% |
| Participant deferral / active EE | $2,823 | $5,481-48.5% | $7,298-61.3% | $3,607-21.7% |
| Admin fee / account holder | $3,432 | $7,972-57.0% | $10,843-68.4% | $5,124-33.0% |