Filed December 31, 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 | $164,139 | $39,122+319.6% | $57,179+187.1% | $62,891+161.0% |
| Participation rate | 56.0% | 70.5%-14.5pp | 75.3%-19.3pp | 69.3%-13.3pp |
| Annual return | 6.29% | 9.23%-2.9pp | 14.59%-8.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,859 | $1,874+212.6% | $2,682+118.4% | $2,281+156.9% |
| Participant deferral / active EE | $5,009 | $2,374+111.0% | $3,096+61.8% | $3,203+56.4% |
| Admin fee / account holder | $4,569 | $2,592+76.3% | $3,139+45.6% | $4,296+6.4% |