Filed November 23, 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.
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 | $55,593 | $127,386-56.4% | $115,037-51.7% | $125,391-55.7% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -0.87% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $11,500 | $5,166+122.6% | $4,608+149.6% | $4,866+136.3% |
| Participant deferral / active EE | $7,667 | $6,423+19.4% | $6,026+27.2% | $5,352+43.3% |
| Admin fee / account holder | $685,907 | $9,516+7107.8% | $8,175+8290.1% | $9,540+7089.4% |