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 | $64,949 | $48,570+33.7% | $130,648-50.3% | $72,985-11.0% |
| Participation rate | 46.2% | 58.6%-12.4pp | 71.7%-25.6pp | 69.5%-23.3pp |
| Annual return | 21.55% | 38.63%-17.1pp | 1708.96%-1687.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,617 | $1,334+21.2% | $4,092-60.5% | $2,440-33.7% |
| Participant deferral / active EE | $3,575 | $2,384+50.0% | $3,603-0.8% | $3,607-0.9% |
| Admin fee / account holder | $1,221 | $3,549-65.6% | $5,464-77.7% | $5,124-76.2% |