Filed January 30, 2018
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.
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 | $232,587 | $102,604+126.7% | $86,188+169.9% | $139,434+66.8% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 16.42% | 1922.51%-1906.1pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,165 | $3,032-28.6% | $2,380-9.1% | $4,751-54.4% |
| Participant deferral / active EE | $4,581 | $4,676-2.0% | $3,985+15.0% | $6,710-31.7% |
| Admin fee / account holder | $10,696 | $8,657+23.6% | $6,852+56.1% | $11,403-6.2% |