Filed December 29, 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 6-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,467 | $81,460-74.9% | $103,333-80.2% | $80,856-74.7% |
| Participation rate | 75.6% | 66.8%+8.7pp | 74.5%+1.1pp | 67.6%+7.9pp |
| Annual return | 12.02% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,408 | $3,105-54.7% | $3,868-63.6% | $2,755-48.9% |
| Participant deferral / active EE | $3,254 | $3,869-15.9% | $5,057-35.7% | $4,296-24.3% |
| Admin fee / account holder | $658 | $6,566-90.0% | $8,355-92.1% | $6,918-90.5% |