Filed May 14, 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 3-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 | $7,466 | $48,230-84.5% | $67,502-88.9% | $80,856-90.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 54.63% | 18.28%+36.4pp | 3512.12%-3457.5pp | 35.59%+19.0pp |
| Employer contribution / active EE | $2,486 | $2,020+23.1% | $2,731-9.0% | $2,755-9.8% |
| Participant deferral / active EE | $1,526 | $2,924-47.8% | $4,000-61.8% | $4,296-64.5% |
| Admin fee / account holder | $1,942 | $3,681-47.2% | $3,998-51.4% | $6,918-71.9% |