Filed July 28, 2020
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,810 | $171,865-83.8% | $149,718-81.4% | $147,584-81.2% |
| Participation rate | 76.5% | 88.2%-11.7pp | 87.1%-10.6pp | 82.8%-6.4pp |
| Annual return | 11.40% | 2113.22%-2101.8pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,381 | $6,275-78.0% | $5,445-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $3,465 | $7,271-52.3% | $6,569-47.3% | $5,439-36.3% |
| Admin fee / account holder | $4,195 | $13,799-69.6% | $11,283-62.8% | $10,885-61.5% |