Filed February 12, 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 | $30,207 | $63,346-52.3% | $92,233-67.2% | $70,131-56.9% |
| Participation rate | 41.9% | 68.7%-26.8pp | 76.5%-34.6pp | 69.5%-27.7pp |
| Annual return | 16.33% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,347 | $2,471-5.0% | $3,679-36.2% | $2,342+0.2% |
| Participant deferral / active EE | $1,854 | $2,854-35.0% | $3,897-52.4% | $3,332-44.4% |
| Admin fee / account holder | $1,019 | $3,840-73.5% | $5,194-80.4% | $4,645-78.1% |