Filed January 22, 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.
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 | $148,955 | $110,094+35.3% | $151,611-1.8% | $68,494+117.5% |
| Participation rate | 81.3% | 84.0%-2.7pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -17.41% | -10.12%-7.3pp | 3.33%-20.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $94 | $4,471-97.9% | $6,166-98.5% | $2,596-96.4% |
| Participant deferral / active EE | $6,682 | $6,527+2.4% | $8,363-20.1% | $4,027+65.9% |
| Admin fee / account holder | $1,257 | $7,719-83.7% | $11,616-89.2% | $5,403-76.7% |