Filed October 22, 2020
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 | $81,126 | $45,031+80.2% | $84,966-4.5% | $77,643+4.5% |
| Participation rate | 21.3% | 48.7%-27.4pp | 67.5%-46.2pp | 70.6%-49.3pp |
| Annual return | 13.73% | 79.22%-65.5pp | 66.38%-52.7pp | 31.24%-17.5pp |
| Employer contribution / active EE | $693 | $1,609-56.9% | $2,727-74.6% | $2,726-74.6% |
| Participant deferral / active EE | $1,288 | $2,807-54.1% | $4,519-71.5% | $4,647-72.3% |
| Admin fee / account holder | $3,296 | $912+261.5% | $6,149-46.4% | $430+665.8% |