Filed October 21, 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.
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 | $47,546 | $89,753-47.0% | $107,525-55.8% | $84,808-43.9% |
| Participation rate | 61.7% | 68.1%-6.4pp | 75.1%-13.4pp | 68.3%-6.6pp |
| Annual return | 18.89% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,687 | $3,113-13.7% | $3,754-28.4% | $2,631+2.1% |
| Participant deferral / active EE | $4,054 | $4,0560% | $5,116-20.7% | $4,212-3.7% |
| Admin fee / account holder | $4,025 | $7,222-44.3% | $8,919-54.9% | $7,344-45.2% |