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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,439 | $77,314-39.9% | $177,989-73.9% | $80,856-42.6% |
| Participation rate | 68.5% | 65.7%+2.8pp | 77.1%-8.5pp | 67.6%+0.9pp |
| Annual return | 9.70% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,035 | $2,292-54.8% | $3,949-73.8% | $2,755-62.4% |
| Participant deferral / active EE | $3,536 | $4,411-19.8% | $6,276-43.7% | $4,296-17.7% |
| Admin fee / account holder | $13,579 | $7,191+88.8% | $10,363+31.0% | $6,918+96.3% |