Filed January 5, 2021 (most recent of 2 filings on file)
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,852 | $76,367-67.5% | $93,606-73.5% | $72,985-65.9% |
| Participation rate | 40.8% | 71.7%-30.9pp | 75.8%-35.0pp | 69.5%-28.7pp |
| Annual return | 25.06% | 25.82%-0.8pp | 32.76%-7.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $628 | $2,275-72.4% | $2,718-76.9% | $2,440-74.3% |
| Participant deferral / active EE | $1,423 | $3,538-59.8% | $4,069-65.0% | $3,607-60.5% |
| Admin fee / account holder | $1,346 | $6,838-80.3% | $7,888-82.9% | $5,124-73.7% |