Filed October 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,467 | $110,257-71.5% | $96,544-67.4% | $139,434-77.4% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 5.59% | 26.32%-20.7pp | 25.84%-20.3pp | 372.94%-367.4pp |
| Employer contribution / active EE | $885 | $3,620-75.5% | $2,965-70.1% | $4,751-81.4% |
| Participant deferral / active EE | $2,449 | $5,548-55.9% | $4,851-49.5% | $6,710-63.5% |
| Admin fee / account holder | $47,569 | $11,591+310.4% | $8,252+476.4% | $11,403+317.2% |