Filed October 15, 2021
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 7-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 | $43,281 | $66,098-34.5% | $101,794-57.5% | $74,304-41.8% |
| Participation rate | 37.0% | 53.8%-16.7pp | 69.2%-32.1pp | 60.3%-23.3pp |
| Annual return | 18.84% | 19.59%-0.7pp | 30.53%-11.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $233 | $1,082-78.5% | $2,289-89.8% | $2,241-89.6% |
| Participant deferral / active EE | $2,633 | $2,781-5.3% | $4,084-35.5% | $3,767-30.1% |
| Admin fee / account holder | $1,596 | $4,146-61.5% | $8,777-81.8% | $2,969-46.2% |