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 | $91,749 | $65,365+40.4% | $92,893-1.2% | $72,985+25.7% |
| Participation rate | 66.0% | 68.3%-2.4pp | 76.0%-10.0pp | 69.5%-3.5pp |
| Annual return | 21.54% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,057 | $2,594-20.7% | $3,653-43.7% | $2,440-15.7% |
| Participant deferral / active EE | $4,596 | $3,128+46.9% | $4,236+8.5% | $3,607+27.4% |
| Admin fee / account holder | $3,350 | $4,251-21.2% | $5,794-42.2% | $5,124-34.6% |