Filed September 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,530 | $45,073+32.1% | $69,455-14.3% | $72,985-18.4% |
| Participation rate | 63.3% | 68.5%-5.2pp | 74.6%-11.3pp | 69.5%-6.2pp |
| Annual return | 28.00% | 22.65%+5.4pp | 28.97%-1.0pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,743 | $2,054-15.1% | $2,779-37.3% | $2,440-28.6% |
| Participant deferral / active EE | $4,598 | $2,602+76.7% | $3,535+30.1% | $3,607+27.5% |
| Admin fee / account holder | $984 | $3,056-67.8% | $3,839-74.4% | $5,124-80.8% |