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 | $83,358 | $64,707+28.8% | $112,228-25.7% | $68,494+21.7% |
| Participation rate | 67.4% | 67.2%+0.2pp | 75.1%-7.7pp | 67.9%-0.5pp |
| Annual return | -15.75% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,512 | $2,746-8.5% | $3,635-30.9% | $2,596-3.2% |
| Participant deferral / active EE | $5,562 | $3,565+56.0% | $4,728+17.6% | $4,027+38.1% |
| Admin fee / account holder | $1,676 | $5,232-68.0% | $6,410-73.8% | $5,403-69.0% |