Filed March 9, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,412 | $81,248-81.0% | $155,509-90.1% | $80,856-80.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.87% | 33.31%-13.4pp | 64.67%-44.8pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,709 | $3,100-44.9% | $4,672-63.4% | $2,755-37.9% |
| Participant deferral / active EE | $3,437 | $3,452-0.4% | $5,626-38.9% | $4,296-20.0% |
| Admin fee / account holder | $7,636 | $7,997-4.5% | $15,912-52.0% | $6,918+10.4% |