Filed September 15, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,192 | $39,162-84.2% | $100,671-93.8% | $59,632-89.6% |
| Participation rate | 74.6% | 55.9%+18.8pp | 70.7%+3.9pp | 68.7%+6.0pp |
| Annual return | -1.74% | 21.07%-22.8pp | 20.43%-22.2pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $642 | $1,151-44.2% | $4,012-84.0% | $2,203-70.8% |
| Participant deferral / active EE | $1,420 | $1,992-28.7% | $3,144-54.8% | $3,192-55.5% |
| Admin fee / account holder | $956 | $2,969-67.8% | $4,850-80.3% | $4,297-77.8% |