Filed December 18, 2018 (most recent of 3 filings on file)
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 | $64,101 | $53,053+20.8% | $126,539-49.3% | $74,304-13.7% |
| Participation rate | 50.4% | 48.0%+2.3pp | 69.8%-19.5pp | 60.3%-10.0pp |
| Annual return | 20.28% | 29.46%-9.2pp | 425.95%-405.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,490 | $1,168+27.6% | $3,674-59.5% | $2,241-33.5% |
| Participant deferral / active EE | $3,468 | $2,303+50.6% | $4,083-15.0% | $3,767-7.9% |
| Admin fee / account holder | $4,155 | $3,698+12.4% | $6,065-31.5% | $2,969+39.9% |