Filed May 18, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $12,403 | $52,519-76.4% | $155,790-92.0% | $59,632-79.2% |
| Participation rate | 87.7% | 61.7%+26.0pp | 76.1%+11.6pp | 68.7%+19.0pp |
| Annual return | -0.70% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $895 | $1,589-43.7% | $3,836-76.7% | $2,203-59.4% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,797-100.0% | $3,192-100.0% |
| Admin fee / account holder | $564 | $3,540-84.1% | $7,478-92.5% | $4,297-86.9% |