Filed November 2, 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 | $156,485 | $57,354+172.8% | $83,848+86.6% | $64,186+143.8% |
| Participation rate | 28.9% | 68.6%-39.7pp | 76.1%-47.2pp | 69.6%-40.6pp |
| Annual return | -8.19% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $935 | $2,545-63.3% | $3,631-74.2% | $2,381-60.7% |
| Participant deferral / active EE | $1,881 | $2,993-37.1% | $4,082-53.9% | $3,470-45.8% |
| Admin fee / account holder | $1,496 | $4,046-63.0% | $5,478-72.7% | $4,888-69.4% |