Filed December 23, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,310 | $45,035-86.0% | $62,995-90.0% | $70,131-91.0% |
| Participation rate | 27.8% | 69.5%-41.7pp | 74.8%-47.0pp | 69.5%-41.8pp |
| Annual return | 43.14% | 18.76%+24.4pp | 87.57%-44.4pp | 73.14%-30.0pp |
| Employer contribution / active EE | $366 | $2,051-82.2% | $2,759-86.7% | $2,342-84.4% |
| Participant deferral / active EE | $541 | $2,465-78.1% | $3,329-83.8% | $3,332-83.8% |
| Admin fee / account holder | $200 | $2,834-93.0% | $3,600-94.5% | $4,645-95.7% |