Filed August 30, 2022
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 5-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,026 | $80,673-71.5% | $101,326-77.3% | $84,808-72.8% |
| Participation rate | 97.3% | 77.8%+19.5pp | 81.5%+15.8pp | 68.3%+29.0pp |
| Annual return | -50.78% | 38.95%-89.7pp | 36.82%-87.6pp | 40.90%-91.7pp |
| Employer contribution / active EE | $13,362 | $2,698+395.3% | $3,665+264.5% | $2,631+407.9% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,230 | $12,784-66.9% | $11,185-62.2% | $7,344-42.4% |