Filed September 25, 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 | $35,893 | $53,127-32.4% | $86,590-58.5% | $70,131-48.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 12.43% | 27.66%-15.2pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $3,626 | $2,068+75.3% | $2,839+27.7% | $2,342+54.8% |
| Participant deferral / active EE | $5,041 | $2,696+87.0% | $3,609+39.7% | $3,332+51.3% |
| Admin fee / account holder | $1,822 | $3,585-49.2% | $4,906-62.9% | $4,645-60.8% |