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 | $78,772 | $77,813+1.2% | $123,544-36.2% | $64,186+22.7% |
| Participation rate | 55.2% | 74.7%-19.5pp | 82.3%-27.1pp | 69.6%-14.4pp |
| Annual return | 37.22% | 12.48%+24.7pp | 119.20%-82.0pp | 7.63%+29.6pp |
| Employer contribution / active EE | $2,179 | $3,014-27.7% | $4,628-52.9% | $2,381-8.5% |
| Participant deferral / active EE | $3,352 | $5,240-36.0% | $6,426-47.8% | $3,470-3.4% |
| Admin fee / account holder | $734 | $5,519-86.7% | $9,284-92.1% | $4,888-85.0% |