Filed August 11, 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 | $33,318 | $99,020-66.4% | $86,590-61.5% | $147,584-77.4% |
| Participation rate | 52.9% | 76.3%-23.4pp | 73.5%-20.6pp | 82.8%-29.9pp |
| Annual return | 48.40% | 1312.34%-1263.9pp | 964.84%-916.4pp | 578.55%-530.1pp |
| Employer contribution / active EE | $5,547 | $3,132+77.1% | $2,839+95.3% | $4,876+13.7% |
| Participant deferral / active EE | $4,487 | $3,972+13.0% | $3,609+24.3% | $5,439-17.5% |
| Admin fee / account holder | $4,732 | $5,710-17.1% | $4,906-3.5% | $10,885-56.5% |