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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,737 | $48,795-75.9% | $65,493-82.1% | $84,808-86.2% |
| Participation rate | 96.4% | 67.0%+29.4pp | 73.1%+23.3pp | 68.3%+28.1pp |
| Annual return | 6.76% | 20.20%-13.4pp | 982.45%-975.7pp | 40.90%-34.1pp |
| Employer contribution / active EE | $1,183 | $1,930-38.7% | $2,574-54.0% | $2,631-55.0% |
| Participant deferral / active EE | $817 | $2,928-72.1% | $3,961-79.4% | $4,212-80.6% |
| Admin fee / account holder | $1,174 | $3,877-69.7% | $5,028-76.6% | $7,344-84.0% |