Filed March 12, 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 4-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 | $29,599 | $100,852-70.7% | $90,404-67.3% | $158,922-81.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 13.29% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $10,294 | $3,689+179.1% | $3,262+215.6% | $4,761+116.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,491 | $6,501-0.2% | $5,611+15.7% | $11,246-42.3% |