Filed February 2, 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 7-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 | $136,098 | $73,933+84.1% | $96,683+40.8% | $75,163+81.1% |
| Participation rate | 55.1% | 66.4%-11.3pp | 74.3%-19.2pp | 67.2%-12.1pp |
| Annual return | 15.24% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,212 | $2,928-58.6% | $3,737-67.6% | $2,670-54.6% |
| Participant deferral / active EE | $3,216 | $3,659-12.1% | $4,878-34.1% | $4,125-22.0% |
| Admin fee / account holder | $4,289 | $5,216-17.8% | $6,730-36.3% | $5,651-24.1% |