Filed December 1, 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 10-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 | $67,614 | $54,350+24.4% | $82,719-18.3% | $68,494-1.3% |
| Participation rate | 63.7% | 63.9%-0.2pp | 72.6%-8.8pp | 67.9%-4.2pp |
| Annual return | -16.98% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,101 | $2,218-5.3% | $3,009-30.2% | $2,596-19.1% |
| Participant deferral / active EE | $6,021 | $3,246+85.5% | $4,395+37.0% | $4,027+49.5% |
| Admin fee / account holder | $6,767 | $4,395+53.9% | $5,329+27.0% | $5,403+25.2% |