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.
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 | $21,041 | $48,576-56.7% | $169,463-87.6% | $56,287-62.6% |
| Participation rate | 65.0% | 65.8%-0.8pp | 77.8%-12.7pp | 69.9%-4.8pp |
| Annual return | -5.70% | -2.51%-3.2pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,437 | $1,559-7.8% | $4,159-65.4% | $2,111-31.9% |
| Participant deferral / active EE | $1,518 | $3,275-53.7% | $5,277-71.2% | $3,350-54.7% |
| Admin fee / account holder | $1,445 | $435+232.2% | $9,109-84.1% | $521+177.4% |