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 | $92,503 | $85,766+7.9% | $136,294-32.1% | $70,131+31.9% |
| Participation rate | 64.1% | 74.2%-10.1pp | 81.9%-17.8pp | 69.5%-5.4pp |
| Annual return | 19.09% | 31.45%-12.4pp | 5155.94%-5136.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,741 | $2,966-41.3% | $4,695-62.9% | $2,342-25.7% |
| Participant deferral / active EE | $3,663 | $5,051-27.5% | $6,247-41.4% | $3,332+10.0% |
| Admin fee / account holder | $800 | $5,420-85.2% | $9,243-91.3% | $4,645-82.8% |