Filed January 13, 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 9-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 | $36,403 | $63,346-42.5% | $92,233-60.5% | $70,131-48.1% |
| Participation rate | 50.6% | 68.7%-18.1pp | 76.5%-25.9pp | 69.5%-18.9pp |
| Annual return | 761.27% | 530.12%+231.2pp | 176.28%+585.0pp | 73.14%+688.1pp |
| Employer contribution / active EE | $755 | $2,471-69.5% | $3,679-79.5% | $2,342-67.8% |
| Participant deferral / active EE | $1,715 | $2,854-39.9% | $3,897-56.0% | $3,332-48.5% |
| Admin fee / account holder | $904 | $3,840-76.5% | $5,194-82.6% | $4,645-80.5% |