Filed November 25, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,869 | $121,341-53.1% | $189,513-70.0% | $79,386-28.4% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.8%+9.3pp | 70.7%+26.4pp |
| Annual return | 43.03% | 21.08%+21.9pp | 555.15%-512.1pp | 116.85%-73.8pp |
| Employer contribution / active EE | $2,845 | $3,915-27.3% | $6,162-53.8% | $2,427+17.2% |
| Participant deferral / active EE | $2,462 | $6,395-61.5% | $8,221-70.1% | $4,046-39.2% |
| Admin fee / account holder | $773 | $651+18.7% | $12,045-93.6% | $626+23.4% |