Filed October 13, 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.
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,288 | $72,400+2.6% | $67,502+10.1% | $145,922-49.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.74% | 7182.46%-7170.7pp | 3512.12%-3500.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $7,238 | $3,069+135.8% | $2,731+165.0% | $4,660+55.3% |
| Participant deferral / active EE | $6,108 | $4,783+27.7% | $4,000+52.7% | $6,688-8.7% |
| Admin fee / account holder | $4,324 | $5,539-21.9% | $3,998+8.2% | $13,397-67.7% |