Filed June 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,047 | $45,863+105.1% | $77,024+22.1% | $68,494+37.3% |
| Participation rate | 56.8% | 55.9%+0.9pp | 67.9%-11.1pp | 67.9%-11.1pp |
| Annual return | 5.06% | 1.72%+3.3pp | 42.32%-37.3pp | -7.84%+12.9pp |
| Employer contribution / active EE | $1,036 | $1,650-37.2% | $2,812-63.1% | $2,596-60.1% |
| Participant deferral / active EE | $2,046 | $2,962-30.9% | $4,426-53.8% | $4,027-49.2% |
| Admin fee / account holder | $1,302 | $3,041-57.2% | $5,425-76.0% | $5,403-75.9% |