Filed August 24, 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 4-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,866 | $77,145+21.7% | $108,410-13.4% | $85,850+9.3% |
| Participation rate | 94.4% | 74.7%+19.8pp | 80.1%+14.3pp | 69.3%+25.1pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $836 | $2,379-64.9% | $3,558-76.5% | $2,565-67.4% |
| Participant deferral / active EE | $2,012 | $5,566-63.9% | $6,563-69.3% | $3,952-49.1% |
| Admin fee / account holder | $3,829 | $5,172-26.0% | $7,295-47.5% | $6,260-38.8% |