Filed February 17, 2022
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 | $102,498 | $78,485+30.6% | $106,213-3.5% | $74,495+37.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 75.3%-25.3pp | 67.2%-17.2pp |
| Annual return | 15.61% | 15.95%-0.3pp | 116.14%-100.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,306 | $2,523-48.2% | $3,171-58.8% | $2,623-50.2% |
| Participant deferral / active EE | $3,251 | $4,322-24.8% | $5,016-35.2% | $4,346-25.2% |
| Admin fee / account holder | $6,614 | $2,232+196.4% | $11,033-40.1% | $1,942+240.6% |