Filed August 12, 2020 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,418 | $91,407-43.7% | $135,903-62.2% | $71,457-28.0% |
| Participation rate | 89.7% | 75.7%+14.1pp | 81.9%+7.8pp | 67.9%+21.8pp |
| Annual return | 35.31% | 29.90%+5.4pp | 68.23%-32.9pp | 28.85%+6.5pp |
| Employer contribution / active EE | $4 | $3,703-99.9% | $4,856-99.9% | $2,588-99.8% |
| Participant deferral / active EE | $7,018 | $7,092-1.0% | $7,758-9.5% | $4,289+63.6% |
| Admin fee / account holder | $3,514 | $1,266+177.6% | $10,762-67.4% | $1,587+121.4% |