Filed October 3, 2022 (most recent of 3 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.
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 | $23,504 | $58,208-59.6% | $81,812-71.3% | $80,856-70.9% |
| Participation rate | 85.3% | 63.4%+21.9pp | 72.3%+13.0pp | 67.6%+17.7pp |
| Annual return | 12.66% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $261 | $2,340-88.9% | $2,912-91.0% | $2,755-90.5% |
| Participant deferral / active EE | $2,804 | $3,281-14.5% | $4,319-35.1% | $4,296-34.7% |
| Admin fee / account holder | $5,419 | $4,981+8.8% | $7,386-26.6% | $6,918-21.7% |