Filed April 22, 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 9-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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,166 | $110,094+204.4% | $151,611+121.1% | $68,494+389.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.26% | -10.12%-7.1pp | 3.33%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $29,921 | $4,471+569.3% | $6,166+385.3% | $2,596+1052.5% |
| Participant deferral / active EE | $20,204 | $6,527+209.5% | $8,363+141.6% | $4,027+401.7% |
| Admin fee / account holder | $17,549 | $7,719+127.4% | $11,616+51.1% | $5,403+224.8% |