Filed June 25, 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,692 | $118,450-30.2% | $98,439-16.0% | $139,434-40.7% |
| Participation rate | 68.4% | 77.4%-9.0pp | 75.2%-6.7pp | 80.3%-11.9pp |
| Annual return | 14.20% | 18.94%-4.7pp | 21.16%-7.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,591 | $3,609-28.2% | $3,048-15.0% | $4,751-45.5% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,682 | $14,026-88.0% | $8,948-81.2% | $11,403-85.2% |