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 | $98,131 | $101,724-3.5% | $164,813-40.5% | $80,856+21.4% |
| Participation rate | 64.2% | 71.8%-7.6pp | 78.6%-14.4pp | 67.6%-3.5pp |
| Annual return | 12.89% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,183 | $2,953-26.1% | $4,341-49.7% | $2,755-20.8% |
| Participant deferral / active EE | $4,271 | $4,477-4.6% | $6,031-29.2% | $4,296-0.6% |
| Admin fee / account holder | $1,584 | $8,227-80.7% | $12,690-87.5% | $6,918-77.1% |