Filed August 1, 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 7-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.)
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 | $14,074 | $115,770-87.8% | $101,248-86.1% | $158,922-91.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 44.38% | 56.14%-11.8pp | 46.47%-2.1pp | 302.83%-258.4pp |
| Employer contribution / active EE | $8,361 | $4,175+100.3% | $3,660+128.5% | $4,761+75.6% |
| Participant deferral / active EE | $4,619 | $4,957-6.8% | $4,370+5.7% | $5,982-22.8% |
| Admin fee / account holder | $1,628 | $7,245-77.5% | $5,945-72.6% | $11,246-85.5% |