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 | $76,048 | $49,227+54.5% | $70,449+7.9% | $79,858-4.8% |
| Participation rate | 67.6% | 69.2%-1.5pp | 75.1%-7.4pp | 69.6%-2.0pp |
| Annual return | 18.28% | 30.06%-11.8pp | 109.03%-90.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,779 | $2,099-15.3% | $2,737-35.0% | $2,471-28.0% |
| Participant deferral / active EE | $5,174 | $2,768+86.9% | $3,709+39.5% | $3,740+38.3% |
| Admin fee / account holder | $6,453 | $2,878+124.2% | $3,845+67.8% | $5,306+21.6% |