Filed August 30, 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.
Employer 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 | $88,046 | $77,145+14.1% | $108,410-18.8% | $85,850+2.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,491 | $5,566+34.6% | $6,563+14.1% | $3,952+89.6% |
| Admin fee / account holder | $549 | $5,172-89.4% | $7,295-92.5% | $6,260-91.2% |