Filed February 26, 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 8-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 | $77,747 | $70,428+10.4% | $96,562-19.5% | $85,850-9.4% |
| Participation rate | 95.3% | 61.8%+33.5pp | 69.8%+25.5pp | 69.3%+26.0pp |
| Annual return | 18.94% | 18.59%+0.3pp | 37.78%-18.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $3,357 | $1,413+137.6% | $2,356+42.5% | $2,565+30.9% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,625 | $4,997-67.5% | $6,181-73.7% | $6,260-74.0% |