Filed March 2, 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.
Participant 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 | $223,553 | $138,065+61.9% | $123,544+80.9% | $135,375+65.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $12,738 | $5,151+147.3% | $4,628+175.3% | $4,779+166.6% |
| Participant deferral / active EE | $2,183 | $6,799-67.9% | $6,426-66.0% | $5,609-61.1% |
| Admin fee / account holder | $3,778 | $10,916-65.4% | $9,284-59.3% | $10,827-65.1% |