Filed October 21, 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 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 | $47,336 | $34,934+35.5% | $56,411-16.1% | $74,495-36.5% |
| Participation rate | 11.9% | 32.8%-20.9pp | 52.5%-40.6pp | 67.2%-55.3pp |
| Annual return | 13.01% | 25.94%-12.9pp | 1701.33%-1688.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $395 | $609-35.2% | $1,039-62.0% | $2,623-85.0% |
| Participant deferral / active EE | $474 | $1,170-59.5% | $1,952-75.7% | $4,346-89.1% |
| Admin fee / account holder | $10,283 | $2,364+335.0% | $2,829+263.5% | $1,942+429.6% |