Filed July 17, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,787 | $81,248-89.2% | $155,509-94.3% | $80,856-89.1% |
| Participation rate | 67.3% | 66.2%+1.1pp | 78.2%-10.8pp | 67.6%-0.3pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,184 | $3,100-61.8% | $4,672-74.7% | $2,755-57.0% |
| Participant deferral / active EE | $1,032 | $3,452-70.1% | $5,626-81.7% | $4,296-76.0% |
| Admin fee / account holder | $125 | $7,997-98.4% | $15,912-99.2% | $6,918-98.2% |