Filed August 31, 2021 (most recent of 2 filings on file)
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.
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 | $78,798 | $214,378-63.2% | $200,582-60.7% | $142,382-44.7% |
| Participation rate | 63.2% | 87.4%-24.3pp | 86.9%-23.7pp | 80.1%-17.0pp |
| Annual return | 9.18% | 46.41%-37.2pp | 42.33%-33.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,286 | $9,865-87.0% | $9,331-86.2% | $6,507-80.2% |
| Admin fee / account holder | $720 | $17,692-95.9% | $16,305-95.6% | $12,624-94.3% |