Filed May 28, 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 | $67,664 | $77,899-13.1% | $149,673-54.8% | $75,163-10.0% |
| Participation rate | 56.5% | 65.6%-9.1pp | 78.8%-22.2pp | 67.2%-10.7pp |
| Annual return | 23.07% | 31.72%-8.7pp | 134.42%-111.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,470 | $3,137-53.1% | $4,818-69.5% | $2,670-44.9% |
| Participant deferral / active EE | $6,212 | $3,411+82.1% | $5,680+9.4% | $4,125+50.6% |
| Admin fee / account holder | $1,883 | $5,956-68.4% | $13,210-85.7% | $5,651-66.7% |