Filed March 15, 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 3-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,525 | $101,724+13.6% | $164,813-29.9% | $80,856+42.9% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.6%-4.0pp |
| Annual return | 332.89% | 16.72%+316.2pp | 69.93%+263.0pp | 35.59%+297.3pp |
| Employer contribution / active EE | $2,358 | $2,953-20.2% | $4,341-45.7% | $2,755-14.4% |
| Participant deferral / active EE | $5,434 | $4,477+21.4% | $6,031-9.9% | $4,296+26.5% |
| Admin fee / account holder | $1,998 | $8,227-75.7% | $12,690-84.3% | $6,918-71.1% |