Filed May 16, 2022
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 6-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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,749 | $74,927-76.3% | $101,794-82.6% | $84,808-79.1% |
| Participation rate | 70.8% | 61.4%+9.4pp | 69.2%+1.6pp | 68.3%+2.5pp |
| Annual return | 10.11% | 18.70%-8.6pp | 30.53%-20.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,657 | $3,099-14.3% | $4,084-34.9% | $4,212-36.9% |
| Admin fee / account holder | $12,746 | $6,514+95.7% | $8,777+45.2% | $7,344+73.6% |