Filed May 16, 2022 (most recent of 2 filings on file)
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 | $34,683 | $53,516-35.2% | $126,539-72.6% | $84,808-59.1% |
| Participation rate | 64.6% | 58.2%+6.4pp | 69.8%-5.2pp | 68.3%-3.7pp |
| Annual return | 19.81% | 58.34%-38.5pp | 425.95%-406.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $890 | $1,535-42.0% | $3,674-75.8% | $2,631-66.2% |
| Participant deferral / active EE | $2,635 | $2,671-1.3% | $4,083-35.5% | $4,212-37.4% |
| Admin fee / account holder | $1,423 | $4,497-68.3% | $6,065-76.5% | $7,344-80.6% |