Filed November 18, 2021 (most recent of 2 filings on file)
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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,194 | $122,239-81.0% | $184,203-87.4% | $74,495-68.9% |
| Participation rate | 79.8% | 85.5%-5.7pp | 86.8%-7.0pp | 67.2%+12.6pp |
| Annual return | 11.71% | 19.95%-8.2pp | 28.81%-17.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,828 | $7,139-60.4% | $9,131-69.0% | $4,346-34.9% |
| Admin fee / account holder | $2,893 | $1,260+129.7% | $13,901-79.2% | $1,942+49.0% |