Filed December 28, 2023
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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,638 | $148,978-71.4% | $200,582-78.7% | $84,808-49.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.11% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,174 | $4,815-13.3% | $6,419-35.0% | $2,631+58.6% |
| Participant deferral / active EE | $7,761 | $7,142+8.7% | $9,331-16.8% | $4,212+84.3% |
| Admin fee / account holder | $2,579 | $13,977-81.5% | $16,305-84.2% | $7,344-64.9% |