Filed May 24, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,170 | $101,724+12.2% | $164,813-30.7% | $80,856+41.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.34% | 16.72%+1.6pp | 69.93%-51.6pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,203 | $2,953-25.4% | $4,341-49.2% | $2,755-20.0% |
| Participant deferral / active EE | $1,670 | $4,477-62.7% | $6,031-72.3% | $4,296-61.1% |
| Admin fee / account holder | $4,853 | $8,227-41.0% | $12,690-61.8% | $6,918-29.9% |