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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,197 | $73,004-54.5% | $90,749-63.4% | $68,494-51.5% |
| Participation rate | 44.1% | 70.8%-26.7pp | 75.7%-31.6pp | 67.9%-23.8pp |
| Annual return | -21.60% | -13.81%-7.8pp | -12.16%-9.4pp | -7.84%-13.8pp |
| Employer contribution / active EE | $729 | $2,193-66.8% | $2,921-75.1% | $2,596-71.9% |
| Participant deferral / active EE | $1,720 | $3,627-52.6% | $4,564-62.3% | $4,027-57.3% |
| Admin fee / account holder | $342 | $5,896-94.2% | $8,445-95.9% | $5,403-93.7% |