Filed May 31, 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 | $72,052 | $66,402+8.5% | $109,895-34.4% | $85,850-16.1% |
| Participation rate | 42.5% | 63.9%-21.4pp | 74.2%-31.7pp | 69.3%-26.8pp |
| Annual return | 11.88% | 19.59%-7.7pp | 29.45%-17.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $835 | $1,687-50.5% | $2,842-70.6% | $2,565-67.5% |
| Participant deferral / active EE | $1,643 | $2,842-42.2% | $4,048-59.4% | $3,952-58.4% |
| Admin fee / account holder | $660 | $4,557-85.5% | $6,066-89.1% | $6,260-89.5% |