Filed March 28, 2022
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 9-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 | $23,468 | $78,672-70.2% | $109,143-78.5% | $85,850-72.7% |
| Participation rate | 51.0% | 68.3%-17.3pp | 75.9%-24.9pp | 69.3%-18.3pp |
| Annual return | 17.14% | 25.09%-7.9pp | 25.75%-8.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,374 | $2,735-49.8% | $3,722-63.1% | $2,565-46.4% |
| Participant deferral / active EE | $2,201 | $3,467-36.5% | $4,653-52.7% | $3,952-44.3% |
| Admin fee / account holder | $964 | $5,469-82.4% | $6,752-85.7% | $6,260-84.6% |