Filed July 28, 2022 (most recent of 2 filings on file)
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 | $95,277 | $53,516+78.0% | $126,539-24.7% | $84,808+12.3% |
| Participation rate | 48.9% | 58.2%-9.4pp | 69.8%-20.9pp | 68.3%-19.4pp |
| Annual return | 14.53% | 58.34%-43.8pp | 425.95%-411.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,353 | $1,535-11.8% | $3,674-63.2% | $2,631-48.6% |
| Participant deferral / active EE | $3,007 | $2,671+12.6% | $4,083-26.4% | $4,212-28.6% |
| Admin fee / account holder | $1,564 | $4,497-65.2% | $6,065-74.2% | $7,344-78.7% |