Filed March 26, 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $589,116 | $88,751+563.8% | $81,812+620.1% | $145,922+303.7% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.3%-18.5pp | 80.3%-26.4pp |
| Annual return | 13.14% | 1025.40%-1012.3pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,914 | $3,083+124.2% | $2,912+137.4% | $4,660+48.4% |
| Participant deferral / active EE | $13,925 | $4,643+199.9% | $4,319+222.5% | $6,688+108.2% |
| Admin fee / account holder | $26,728 | $8,415+217.6% | $7,386+261.9% | $13,397+99.5% |