Filed December 16, 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 | $107,424 | $115,770-7.2% | $101,248+6.1% | $158,922-32.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 13.10% | 56.14%-43.0pp | 46.47%-33.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,347 | $4,175-67.7% | $3,660-63.2% | $4,761-71.7% |
| Participant deferral / active EE | $3,733 | $4,957-24.7% | $4,370-14.6% | $5,982-37.6% |
| Admin fee / account holder | $403 | $7,245-94.4% | $5,945-93.2% | $11,246-96.4% |