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 | $127,978 | $71,050+80.1% | $93,606+36.7% | $80,856+58.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.58% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,279 | $1,564+45.8% | $2,420-5.8% | $2,755-17.3% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,254 | $6,945-67.5% | $8,285-72.8% | $6,918-67.4% |