Filed December 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,846 | $91,538+36.4% | $129,995-4.0% | $75,163+66.1% |
| Participation rate | 91.0% | 71.4%+19.6pp | 78.5%+12.5pp | 67.2%+23.8pp |
| Annual return | 40.05% | -631.11%+671.2pp | -137.18%+177.2pp | 160.62%-120.6pp |
| Employer contribution / active EE | $6,593 | $2,845+131.7% | $4,320+52.6% | $2,670+146.9% |
| Participant deferral / active EE | $16,692 | $4,341+284.5% | $5,820+186.8% | $4,125+304.7% |
| Admin fee / account holder | $9,154 | $6,790+34.8% | $10,614-13.8% | $5,651+62.0% |