Filed October 18, 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.
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 | $87,861 | $86,944+1.1% | $107,525-18.3% | $74,304+18.2% |
| Participation rate | 60.6% | 59.6%+1.0pp | 75.1%-14.5pp | 60.3%+0.2pp |
| Annual return | 19.17% | 23.52%-4.3pp | 181.32%-162.1pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,951 | $2,757+7.0% | $3,754-21.4% | $2,241+31.7% |
| Participant deferral / active EE | $6,289 | $3,554+77.0% | $5,116+22.9% | $3,767+66.9% |
| Admin fee / account holder | $7,394 | $3,727+98.4% | $8,919-17.1% | $2,969+149.0% |