Filed December 27, 2021
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 9-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 | $31,590 | $65,365-51.7% | $92,893-66.0% | $72,985-56.7% |
| Participation rate | 26.0% | 68.3%-42.3pp | 76.0%-50.0pp | 69.5%-43.4pp |
| Annual return | 19.97% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,065 | $2,594-58.9% | $3,653-70.8% | $2,440-56.3% |
| Participant deferral / active EE | $2,331 | $3,128-25.5% | $4,236-45.0% | $3,607-35.4% |
| Admin fee / account holder | $16,351 | $4,251+284.6% | $5,794+182.2% | $5,124+219.1% |