Filed January 22, 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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,141 | $105,181-25.7% | $159,436-51.0% | $85,850-9.0% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 19.40% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $14,694 | $3,318+342.8% | $4,829+204.3% | $2,565+472.8% |
| Participant deferral / active EE | $6,990 | $5,945+17.6% | $7,352-4.9% | $3,952+76.9% |
| Admin fee / account holder | $2,502 | $6,933-63.9% | $10,799-76.8% | $6,260-60.0% |