Filed August 15, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,280 | $63,355-72.7% | $91,989-81.2% | $72,985-76.3% |
| Participation rate | 83.3% | 72.5%+10.8pp | 78.6%+4.7pp | 69.5%+13.8pp |
| Annual return | 28.93% | 35.35%-6.4pp | 69.02%-40.1pp | 81.00%-52.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,592 | $4,883+14.5% | $5,923-5.6% | $3,607+55.0% |
| Admin fee / account holder | $352 | $4,668-92.5% | $7,743-95.5% | $5,124-93.1% |