Filed June 12, 2019
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 | $162,191 | $95,803+69.3% | $113,168+43.3% | $84,808+91.2% |
| Participation rate | 64.1% | 72.9%-8.8pp | 76.6%-12.5pp | 68.3%-4.2pp |
| Annual return | 14.33% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,627 | $2,360-31.1% | $2,975-45.3% | $2,631-38.2% |
| Participant deferral / active EE | $4,481 | $4,242+5.6% | $5,107-12.3% | $4,212+6.4% |
| Admin fee / account holder | $7,735 | $8,989-13.9% | $12,068-35.9% | $7,344+5.3% |