Filed November 22, 2019 (most recent of 2 filings on file)
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 | $77,228 | $55,449+39.3% | $83,848-7.9% | $56,287+37.2% |
| Participation rate | 55.3% | 68.0%-12.7pp | 76.1%-20.8pp | 69.9%-14.5pp |
| Annual return | -6.92% | -1.38%-5.5pp | 850.88%-857.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,459 | $2,430-40.0% | $3,631-59.8% | $2,111-30.9% |
| Participant deferral / active EE | $3,532 | $2,935+20.3% | $4,082-13.5% | $3,350+5.4% |
| Admin fee / account holder | $4,655 | $656+609.5% | $5,478-15.0% | $521+793.5% |