Filed March 10, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $672,870 | $88,751+658.2% | $81,812+722.5% | $145,922+361.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.94% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,005 | $3,083+127.2% | $2,912+140.5% | $4,660+50.3% |
| Participant deferral / active EE | $13,545 | $4,643+191.7% | $4,319+213.6% | $6,688+102.5% |
| Admin fee / account holder | $105,687 | $8,415+1155.9% | $7,386+1330.9% | $13,397+688.9% |