Filed January 31, 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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,747 | $54,705+25.7% | $71,209-3.5% | $84,808-18.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.13% | 35.90%-12.8pp | 282.51%-259.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $5,749 | $2,158+166.4% | $2,721+111.3% | $2,631+118.5% |
| Participant deferral / active EE | $7,608 | $3,030+151.1% | $4,175+82.2% | $4,212+80.6% |
| Admin fee / account holder | $6,721 | $4,863+38.2% | $5,349+25.7% | $7,344-8.5% |