Filed May 22, 2019
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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,026 | $167,484-91.6% | $151,611-90.7% | $134,475-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.40% | 7.80%-37.2pp | 3.33%-32.7pp | 417.96%-447.4pp |
| Employer contribution / active EE | $1,705 | $6,829-75.0% | $6,166-72.3% | $4,740-64.0% |
| Participant deferral / active EE | $4,596 | $8,986-48.8% | $8,363-45.0% | $6,400-28.2% |
| Admin fee / account holder | $15,713 | $13,783+14.0% | $11,616+35.3% | $11,426+37.5% |