Filed March 23, 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 | $104,552 | $148,978-29.8% | $200,582-47.9% | $84,808+23.3% |
| Participation rate | 69.0% | 84.2%-15.3pp | 86.9%-17.9pp | 68.3%+0.7pp |
| Annual return | 17.38% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,062 | $4,815-57.2% | $6,419-67.9% | $2,631-21.6% |
| Participant deferral / active EE | $4,768 | $7,142-33.2% | $9,331-48.9% | $4,212+13.2% |
| Admin fee / account holder | $1,229 | $13,977-91.2% | $16,305-92.5% | $7,344-83.3% |