Filed May 6, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,759 | $85,202-95.6% | $172,739-97.8% | $72,985-94.8% |
| Participation rate | 87.9% | 70.1%+17.9pp | 82.6%+5.3pp | 69.5%+18.4pp |
| Annual return | 22.16% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $308 | $3,324-90.7% | $5,143-94.0% | $2,440-87.4% |
| Participant deferral / active EE | $980 | $3,260-69.9% | $5,198-81.1% | $3,607-72.8% |
| Admin fee / account holder | $489 | $5,884-91.7% | $13,954-96.5% | $5,124-90.5% |