Filed March 4, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,694 | $132,049-1.8% | $200,582-35.3% | $74,304+74.5% |
| Participation rate | 73.1% | 84.1%-10.9pp | 86.9%-13.7pp | 60.3%+12.8pp |
| Annual return | 21.88% | 22.22%-0.3pp | 42.33%-20.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $4,857 | $4,558+6.6% | $6,419-24.3% | $2,241+116.7% |
| Participant deferral / active EE | $9,984 | $7,213+38.4% | $9,331+7.0% | $3,767+165.0% |
| Admin fee / account holder | $9,861 | $2,405+310.1% | $16,305-39.5% | $2,969+232.2% |