Filed May 18, 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.
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 | $57,380 | $94,529-39.3% | $140,016-59.0% | $64,186-10.6% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | -6.02% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $938 | $3,812-75.4% | $5,606-83.3% | $2,381-60.6% |
| Participant deferral / active EE | $2,643 | $5,250-49.7% | $6,927-61.8% | $3,470-23.8% |
| Admin fee / account holder | $575 | $6,741-91.5% | $10,705-94.6% | $4,888-88.2% |