Filed April 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,112 | $100,041-28.9% | $149,718-52.5% | $70,131+1.4% |
| Participation rate | 83.7% | 83.6%+0.1pp | 87.1%-3.3pp | 69.5%+14.2pp |
| Annual return | 16.91% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $170 | $3,662-95.3% | $5,445-96.9% | $2,342-92.7% |
| Participant deferral / active EE | $7,567 | $4,983+51.9% | $6,569+15.2% | $3,332+127.1% |
| Admin fee / account holder | $8,223 | $8,286-0.8% | $11,283-27.1% | $4,645+77.0% |