Filed May 28, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,063 | $546,767-93.4% | $191,884-81.2% | $546,767-93.4% |
| Participation rate | 0.0% | 83.5%-83.5pp | 74.6%-74.6pp | 83.5%-83.5pp |
| Annual return | 11.18% | 10.35%+0.8pp | 7.30%+3.9pp | 10.35%+0.8pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $17,805-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $3,389-100.0% | $3,964-100.0% |
| Admin fee / account holder | $7,953 | $48,677-83.7% | $2,176+265.4% | $48,677-83.7% |