Filed September 14, 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 10-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.
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 | $81,879 | $102,966-20.5% | $90,281-9.3% | $152,861-46.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 22.86% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,423 | $3,139-54.7% | $2,854-50.2% | $4,762-70.1% |
| Participant deferral / active EE | $2,248 | $4,281-47.5% | $3,885-42.1% | $5,850-61.6% |
| Admin fee / account holder | $2,186 | $6,171-64.6% | $5,351-59.1% | $11,596-81.1% |