Filed January 20, 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 | $53,755 | $49,177+9.3% | $79,464-32.4% | $64,186-16.3% |
| Participation rate | 58.5% | 65.0%-6.5pp | 73.3%-14.9pp | 69.6%-11.1pp |
| Annual return | -7.02% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $502 | $2,076-75.8% | $2,800-82.1% | $2,381-78.9% |
| Participant deferral / active EE | $4,088 | $2,821+44.9% | $3,704+10.4% | $3,470+17.8% |
| Admin fee / account holder | $10,104 | $3,839+163.2% | $5,113+97.6% | $4,888+106.7% |