Filed February 7, 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 6-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.
Employer 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 | $67,518 | $138,347-51.2% | $184,203-63.3% | $80,856-16.5% |
| Participation rate | 59.5% | 83.9%-24.3pp | 86.8%-27.3pp | 67.6%-8.1pp |
| Annual return | 16.88% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $637 | $4,850-86.9% | $6,427-90.1% | $2,755-76.9% |
| Participant deferral / active EE | $6,740 | $7,071-4.7% | $9,131-26.2% | $4,296+56.9% |
| Admin fee / account holder | $18,612 | $10,483+77.5% | $13,901+33.9% | $6,918+169.0% |