Filed January 23, 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.
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 | $84,379 | $48,335+74.6% | $121,098-30.3% | $71,457+18.1% |
| Participation rate | 19.8% | 54.3%-34.4pp | 69.5%-49.7pp | 67.9%-48.1pp |
| Annual return | 17.67% | 23.32%-5.6pp | 985.75%-968.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $550 | $1,489-63.0% | $4,164-86.8% | $2,588-78.7% |
| Participant deferral / active EE | $1,404 | $2,754-49.0% | $4,080-65.6% | $4,289-67.3% |
| Admin fee / account holder | $18,373 | $1,841+898.2% | $5,644+225.5% | $1,587+1057.5% |