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 | $28,038 | $56,972-50.8% | $182,532-84.6% | $65,185-57.0% |
| Participation rate | 68.1% | 66.5%+1.6pp | 78.0%-9.8pp | 70.2%-2.1pp |
| Annual return | 31.63% | 27.67%+4.0pp | 148.54%-116.9pp | 29.38%+2.2pp |
| Employer contribution / active EE | $1,462 | $1,615-9.4% | $4,076-64.1% | $2,177-32.8% |
| Participant deferral / active EE | $1,631 | $3,526-53.7% | $5,524-70.5% | $3,514-53.6% |
| Admin fee / account holder | $2,017 | $528+282.2% | $8,592-76.5% | $847+138.1% |