Filed April 22, 2022
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 | $91,876 | $91,538+0.4% | $129,995-29.3% | $75,163+22.2% |
| Participation rate | 60.3% | 71.4%-11.1pp | 78.5%-18.1pp | 67.2%-6.8pp |
| Annual return | 19.82% | -631.11%+650.9pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,879 | $2,845-33.9% | $4,320-56.5% | $2,670-29.6% |
| Participant deferral / active EE | $3,991 | $4,341-8.1% | $5,820-31.4% | $4,125-3.3% |
| Admin fee / account holder | $3,608 | $6,790-46.9% | $10,614-66.0% | $5,651-36.1% |