Filed December 9, 2020 (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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,687 | $62,672-94.1% | $185,117-98.0% | $70,131-94.7% |
| Participation rate | 31.0% | 63.8%-32.8pp | 77.3%-46.3pp | 69.5%-38.6pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $482 | $1,753-72.5% | $4,182-88.5% | $2,342-79.4% |
| Participant deferral / active EE | $740 | $3,272-77.4% | $5,045-85.3% | $3,332-77.8% |
| Admin fee / account holder | $100 | $3,932-97.5% | $8,159-98.8% | $4,645-97.9% |