Filed May 19, 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 5-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.
Participant contribution per participant 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 | $5,304 | $64,324-91.8% | $118,925-95.5% | $79,858-93.4% |
| Participation rate | 21.2% | 64.9%-43.6pp | 75.4%-54.2pp | 69.6%-48.4pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.88%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $542 | $1,836-70.5% | $3,263-83.4% | $2,471-78.0% |
| Participant deferral / active EE | $799 | $2,824-71.7% | $4,265-81.3% | $3,740-78.6% |
| Admin fee / account holder | $10 | $4,040-99.8% | $6,581-99.8% | $5,306-99.8% |