Filed September 24, 2019 (most recent of 2 filings on file)
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 | $57,093 | $58,208-1.9% | $81,812-30.2% | $80,856-29.4% |
| Participation rate | 62.1% | 63.4%-1.3pp | 72.3%-10.3pp | 67.6%-5.6pp |
| Annual return | 11.29% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $521 | $2,340-77.7% | $2,912-82.1% | $2,755-81.1% |
| Participant deferral / active EE | $3,378 | $3,281+3.0% | $4,319-21.8% | $4,296-21.4% |
| Admin fee / account holder | $20,014 | $4,981+301.8% | $7,386+171.0% | $6,918+189.3% |