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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,719 | $99,957-80.3% | $149,696-86.8% | $73,488-73.2% |
| Participation rate | 9.1% | 75.7%-66.6pp | 82.5%-73.3pp | 70.7%-61.5pp |
| Annual return | 27.27% | 53.87%-26.6pp | 276.60%-249.3pp | 28.51%-1.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $724 | $6,073-88.1% | $6,842-89.4% | $3,740-80.6% |
| Admin fee / account holder | $20 | $551-96.4% | $9,309-99.8% | $513-96.2% |