Filed March 31, 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 | $80,170 | $76,670+4.6% | $96,683-17.1% | $71,457+12.2% |
| Participation rate | 46.3% | 66.6%-20.2pp | 74.3%-28.0pp | 67.9%-21.6pp |
| Annual return | 24.10% | 48.29%-24.2pp | 35.69%-11.6pp | 28.85%-4.7pp |
| Employer contribution / active EE | $1,396 | $3,031-54.0% | $3,737-62.6% | $2,588-46.1% |
| Participant deferral / active EE | $2,371 | $3,771-37.1% | $4,878-51.4% | $4,289-44.7% |
| Admin fee / account holder | $4,536 | $2,028+123.6% | $6,730-32.6% | $1,587+185.7% |