Filed January 21, 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 | $146,955 | $48,795+201.2% | $65,493+124.4% | $84,808+73.3% |
| Participation rate | 33.3% | 67.0%-33.6pp | 73.1%-39.8pp | 68.3%-35.0pp |
| Annual return | 22.49% | 20.20%+2.3pp | 982.45%-960.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,306 | $1,930+19.5% | $2,574-10.4% | $2,631-12.3% |
| Participant deferral / active EE | $3,770 | $2,928+28.7% | $3,961-4.8% | $4,212-10.5% |
| Admin fee / account holder | $10,351 | $3,877+167.0% | $5,028+105.8% | $7,344+40.9% |