Filed February 27, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,296 | $106,028-75.2% | $146,958-82.1% | $77,643-66.1% |
| Participation rate | 65.3% | 78.4%-13.1pp | 82.2%-16.8pp | 70.6%-5.3pp |
| Annual return | 28.40% | 56.73%-28.3pp | 418.34%-389.9pp | 31.24%-2.8pp |
| Employer contribution / active EE | $2,864 | $4,063-29.5% | $4,933-41.9% | $2,726+5.1% |
| Participant deferral / active EE | $5,563 | $7,990-30.4% | $8,070-31.1% | $4,647+19.7% |
| Admin fee / account holder | $94 | $337-72.0% | $12,998-99.3% | $430-78.1% |