Filed January 11, 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 | $32,183 | $43,423-25.9% | $78,689-59.1% | $55,167-41.7% |
| Participation rate | 39.2% | 68.0%-28.8pp | 73.6%-34.3pp | 69.0%-29.8pp |
| Annual return | 9.30% | 11.53%-2.2pp | 62.18%-52.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,145 | $1,997-42.7% | $2,851-59.8% | $1,963-41.7% |
| Participant deferral / active EE | $2,351 | $2,509-6.3% | $3,517-33.2% | $3,054-23.0% |
| Admin fee / account holder | $1,448 | $416+247.9% | $4,510-67.9% | $504+187.3% |