Filed October 4, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,771 | $176,662-63.9% | $130,648-51.2% | $152,861-58.3% |
| Participation rate | 21.1% | 79.0%-57.9pp | 71.7%-50.7pp | 82.4%-61.4pp |
| Annual return | -1.94% | 2692.24%-2694.2pp | 1708.96%-1710.9pp | 345.32%-347.3pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $785 | $4,361-82.0% | $3,603-78.2% | $5,850-86.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |