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 | $145,935 | $109,413+33.4% | $156,263-6.6% | $84,808+72.1% |
| Participation rate | 96.8% | 72.7%+24.1pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 16.41% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,363 | $2,907-18.7% | $4,333-45.5% | $2,631-10.2% |
| Participant deferral / active EE | $1,508 | $4,590-67.1% | $6,158-75.5% | $4,212-64.2% |
| Admin fee / account holder | $4,415 | $9,357-52.8% | $14,255-69.0% | $7,344-39.9% |