Filed July 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,352 | $47,722-74.1% | $82,719-85.1% | $64,808-80.9% |
| Participation rate | 18.1% | 67.6%-49.5pp | 72.6%-54.4pp | 71.5%-53.3pp |
| Annual return | -16.49% | -13.05%-3.4pp | 701.18%-717.7pp | 32.82%-49.3pp |
| Employer contribution / active EE | $453 | $2,179-79.2% | $3,009-84.9% | $2,506-81.9% |
| Participant deferral / active EE | $614 | $3,329-81.6% | $4,395-86.0% | $4,310-85.8% |
| Admin fee / account holder | $189 | $143+32.1% | $5,329-96.5% | $188+0.5% |