Solo W-2, Inc.401(k)
SOLO W-2 ROTH 401(K) RETIREMENT SAVINGS PLAN · PLEASANT HILL, CA · plan year 2023
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Solo W-2, Inc. reported $22,536 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $4,864 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.44% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,948th of 9,483), and 8,593rd of 11,654 in professional & technical services. In 2023, the employer put in $2.55 for every $1.00 employees contributed themselves; active participation has grown from 96 to 130 since 2022.
Solo W-2, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Solo W-2, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 943280129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.