Filed April 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,189 | $87,841+40.2% | $133,980-8.1% | $62,891+95.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.38% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,392 | $3,483+112.2% | $5,211+41.8% | $2,281+224.1% |
| Participant deferral / active EE | $701 | $4,812-85.4% | $6,282-88.8% | $3,203-78.1% |
| Admin fee / account holder | $7,221 | $5,371+34.4% | $9,324-22.6% | $4,296+68.1% |