Filed December 28, 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 | $236,012 | $80,968+191.5% | $96,544+144.5% | $75,163+214.0% |
| Participation rate | 51.7% | 71.8%-20.0pp | 76.0%-24.2pp | 67.2%-15.5pp |
| Annual return | 25.74% | 27.06%-1.3pp | 25.84%-0.1pp | 160.62%-134.9pp |
| Employer contribution / active EE | $2,544 | $2,282+11.5% | $2,965-14.2% | $2,670-4.7% |
| Participant deferral / active EE | $4,245 | $3,928+8.1% | $4,851-12.5% | $4,125+2.9% |
| Admin fee / account holder | $14,155 | $6,724+110.5% | $8,252+71.5% | $5,651+150.5% |