Filed November 20, 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 | $24,659 | $81,900-69.9% | $119,609-79.4% | $68,494-64.0% |
| Participation rate | 94.3% | 71.9%+22.4pp | 79.3%+15.0pp | 67.9%+26.4pp |
| Annual return | -17.70% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,727 | $2,693+1.2% | $4,232-35.6% | $2,596+5.0% |
| Participant deferral / active EE | $5,791 | $4,148+39.6% | $5,602+3.4% | $4,027+43.8% |
| Admin fee / account holder | $1,131 | $6,582-82.8% | $10,323-89.0% | $5,403-79.1% |