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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,190 | $70,669-67.2% | $169,368-86.3% | $75,163-69.1% |
| Participation rate | 43.8% | 64.8%-21.0pp | 77.1%-33.4pp | 67.2%-23.4pp |
| Annual return | 11.36% | 36.36%-25.0pp | 405.60%-394.2pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,091 | $2,211-50.6% | $4,013-72.8% | $2,670-59.1% |
| Participant deferral / active EE | $2,192 | $4,311-49.2% | $6,221-64.8% | $4,125-46.9% |
| Admin fee / account holder | $3,444 | $5,402-36.2% | $9,003-61.7% | $5,651-39.0% |