Filed November 23, 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 9-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,509 | $76,000-27.0% | $154,107-64.0% | $64,186-13.5% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+22.0pp |
| Annual return | -8.11% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,872 | $3,351-14.3% | $5,298-45.8% | $2,381+20.6% |
| Participant deferral / active EE | $4,998 | $3,175+57.4% | $5,081-1.6% | $3,470+44.1% |
| Admin fee / account holder | $3,825 | $5,596-31.7% | $13,411-71.5% | $4,888-21.8% |