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 | $79,971 | $80,724-0.9% | $103,333-22.6% | $74,495+7.4% |
| Participation rate | 41.9% | 65.7%-23.7pp | 74.5%-32.6pp | 67.2%-25.3pp |
| Annual return | 12.64% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,313 | $3,157-58.4% | $3,868-66.1% | $2,623-50.0% |
| Participant deferral / active EE | $2,327 | $3,860-39.7% | $5,057-54.0% | $4,346-46.5% |
| Admin fee / account holder | $4,946 | $2,368+108.9% | $8,355-40.8% | $1,942+154.7% |