Filed September 30, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,503 | $140,588-78.3% | $123,104-75.2% | $125,391-75.7% |
| Participation rate | 89.5% | 88.2%+1.3pp | 86.8%+2.7pp | 83.2%+6.3pp |
| Annual return | -1.39% | 16.80%-18.2pp | 13.22%-14.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $302 | $6,041-95.0% | $5,151-94.1% | $4,866-93.8% |
| Participant deferral / active EE | $3,100 | $6,980-55.6% | $6,230-50.2% | $5,352-42.1% |
| Admin fee / account holder | $4,725 | $11,198-57.8% | $9,015-47.6% | $9,540-50.5% |