Filed January 14, 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 8-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 | $59,818 | $65,061-8.1% | $143,757-58.4% | $66,914-10.6% |
| Participation rate | 64.7% | 65.2%-0.5pp | 80.3%-15.6pp | 69.8%-5.1pp |
| Annual return | -18.22% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,052 | $2,361-13.1% | $4,951-58.6% | $2,544-19.4% |
| Participant deferral / active EE | $3,834 | $2,919+31.4% | $5,637-32.0% | $4,237-9.5% |
| Admin fee / account holder | $3,855 | $502+668.1% | $14,673-73.7% | $593+549.9% |