Filed February 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,265 | $34,677-7.0% | $77,024-58.1% | $64,808-50.2% |
| Participation rate | 10.3% | 49.8%-39.5pp | 67.9%-57.6pp | 71.5%-61.2pp |
| Annual return | -17.80% | -5.33%-12.5pp | 42.32%-60.1pp | 32.82%-50.6pp |
| Employer contribution / active EE | $117 | $1,370-91.5% | $2,812-95.9% | $2,506-95.4% |
| Participant deferral / active EE | $574 | $2,556-77.5% | $4,426-87.0% | $4,310-86.7% |
| Admin fee / account holder | $60 | $179-66.2% | $5,425-98.9% | $188-67.8% |