Filed January 14, 2020
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 | $30,879 | $55,415-44.3% | $155,509-80.1% | $74,495-58.5% |
| Participation rate | 47.4% | 61.9%-14.5pp | 78.2%-30.7pp | 67.2%-19.8pp |
| Annual return | 13.58% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $910 | $2,267-59.9% | $4,672-80.5% | $2,623-65.3% |
| Participant deferral / active EE | $1,776 | $2,836-37.4% | $5,626-68.4% | $4,346-59.1% |
| Admin fee / account holder | $2,332 | $1,738+34.1% | $15,912-85.3% | $1,942+20.1% |