Filed July 16, 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 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,827 | $87,841-56.9% | $133,980-71.8% | $62,891-39.9% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | 5.31% | 12.05%-6.7pp | 29.30%-24.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,489 | $3,483-57.2% | $5,211-71.4% | $2,281-34.7% |
| Participant deferral / active EE | $2,637 | $4,812-45.2% | $6,282-58.0% | $3,203-17.7% |
| Admin fee / account holder | $8,573 | $5,371+59.6% | $9,324-8.1% | $4,296+99.6% |