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 | $150,109 | $81,460+84.3% | $103,333+45.3% | $80,856+85.6% |
| Participation rate | 56.2% | 66.8%-10.7pp | 74.5%-18.3pp | 67.6%-11.5pp |
| Annual return | 13.26% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,240 | $3,105-60.1% | $3,868-67.9% | $2,755-55.0% |
| Participant deferral / active EE | $3,169 | $3,869-18.1% | $5,057-37.3% | $4,296-26.2% |
| Admin fee / account holder | $20,590 | $6,566+213.6% | $8,355+146.4% | $6,918+197.6% |