Filed December 2, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,075 | $115,882+8.8% | $100,516+25.4% | $158,922-20.7% |
| Participation rate | 43.5% | 81.6%-38.1pp | 79.4%-35.9pp | 82.0%-38.5pp |
| Annual return | 20.52% | 34.79%-14.3pp | 30.89%-10.4pp | 302.83%-282.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,004 | $6,674-55.0% | $6,270-52.1% | $5,982-49.8% |
| Admin fee / account holder | $6,241 | $10,995-43.2% | $8,081-22.8% | $11,246-44.5% |