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.
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 | $56,451 | $65,409-13.7% | $98,442-42.7% | $85,850-34.2% |
| Participation rate | 69.4% | 65.0%+4.4pp | 73.3%-3.9pp | 69.3%+0.1pp |
| Annual return | 15.27% | 21.76%-6.5pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,613 | $2,168+66.7% | $2,960+22.1% | $2,565+40.8% |
| Participant deferral / active EE | $6,242 | $3,166+97.1% | $4,276+46.0% | $3,952+58.0% |
| Admin fee / account holder | $7,240 | $4,593+57.6% | $5,949+21.7% | $6,260+15.6% |