Filed March 26, 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 | $89,384 | $125,758-28.9% | $169,993-47.4% | $75,163+18.9% |
| Participation rate | 56.9% | 83.6%-26.7pp | 87.0%-30.1pp | 67.2%-10.3pp |
| Annual return | 14.79% | 27.20%-12.4pp | 53.37%-38.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $4,325 | $4,615-6.3% | $6,785-36.3% | $2,670+62.0% |
| Participant deferral / active EE | $3,553 | $6,837-48.0% | $10,408-65.9% | $4,125-13.9% |
| Admin fee / account holder | $27,210 | $8,173+232.9% | $12,815+112.3% | $5,651+381.5% |