Filed April 13, 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 | $130,393 | $64,480+102.2% | $81,382+60.2% | $80,856+61.3% |
| Participation rate | 42.2% | 63.9%-21.7pp | 69.5%-27.3pp | 67.6%-25.5pp |
| Annual return | 14.89% | 16.34%-1.5pp | 24.73%-9.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,068 | $1,978-46.0% | $2,463-56.7% | $2,755-61.2% |
| Participant deferral / active EE | $3,274 | $3,094+5.8% | $3,883-15.7% | $4,296-23.8% |
| Admin fee / account holder | $20,440 | $5,671+260.4% | $5,768+254.3% | $6,918+195.5% |