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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,353 | $109,881-87.8% | $150,045-91.1% | $84,808-84.3% |
| Participation rate | 61.0% | 76.1%-15.1pp | 82.3%-21.3pp | 68.3%-7.3pp |
| Annual return | 37.49% | 28.25%+9.2pp | 62.55%-25.1pp | 40.90%-3.4pp |
| Employer contribution / active EE | $1,073 | $3,561-69.9% | $4,693-77.1% | $2,631-59.2% |
| Participant deferral / active EE | $1,312 | $6,636-80.2% | $7,997-83.6% | $4,212-68.9% |
| Admin fee / account holder | $105 | $8,568-98.8% | $13,435-99.2% | $7,344-98.6% |