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 | $50,831 | $70,669-28.1% | $169,368-70.0% | $75,163-32.4% |
| Participation rate | 63.8% | 64.8%-1.0pp | 77.1%-13.3pp | 67.2%-3.4pp |
| Annual return | 15.33% | 36.36%-21.0pp | 405.60%-390.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,377 | $2,211-37.7% | $4,013-65.7% | $2,670-48.4% |
| Participant deferral / active EE | $2,852 | $4,311-33.8% | $6,221-54.2% | $4,125-30.9% |
| Admin fee / account holder | $1,414 | $5,402-73.8% | $9,003-84.3% | $5,651-75.0% |