Filed May 11, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,308 | $49,227+48.9% | $70,449+4.1% | $79,858-8.2% |
| Participation rate | 97.0% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 14.08% | 30.06%-16.0pp | 109.03%-94.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,575 | $2,099+22.7% | $2,737-5.9% | $2,471+4.2% |
| Participant deferral / active EE | $9,216 | $2,768+233.0% | $3,709+148.5% | $3,740+146.4% |
| Admin fee / account holder | $5,300 | $2,878+84.1% | $3,845+37.8% | $5,306-0.1% |