Filed May 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,932 | $109,881+15.5% | $150,045-15.4% | $84,808+49.7% |
| Participation rate | 41.3% | 76.1%-34.8pp | 82.3%-41.0pp | 68.3%-27.0pp |
| Annual return | 14.14% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,508 | $3,561-29.6% | $4,693-46.6% | $2,631-4.7% |
| Participant deferral / active EE | $4,681 | $6,636-29.5% | $7,997-41.5% | $4,212+11.2% |
| Admin fee / account holder | $2,019 | $8,568-76.4% | $13,435-85.0% | $7,344-72.5% |