Filed March 11, 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 7-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,383 | $148,978-19.2% | $200,582-40.0% | $84,808+41.9% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 4.27% | 28.16%-23.9pp | 42.33%-38.1pp | 40.90%-36.6pp |
| Employer contribution / active EE | $5,952 | $4,815+23.6% | $6,419-7.3% | $2,631+126.2% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,810 | $13,977-79.9% | $16,305-82.8% | $7,344-61.7% |