Filed October 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,724 | $34,934+154.0% | $56,411+57.3% | $74,495+19.1% |
| Participation rate | 16.1% | 32.8%-16.8pp | 52.5%-36.4pp | 67.2%-51.1pp |
| Annual return | 15.65% | 25.94%-10.3pp | 1701.33%-1685.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $626 | $609+2.8% | $1,039-39.7% | $2,623-76.1% |
| Participant deferral / active EE | $1,395 | $1,170+19.2% | $1,952-28.5% | $4,346-67.9% |
| Admin fee / account holder | $14,754 | $2,364+524.2% | $2,829+421.6% | $1,942+659.8% |