Filed April 4, 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.
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 | $37,907 | $43,327-12.5% | $59,878-36.7% | $64,186-40.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -11.39% | -1.55%-9.8pp | 3.46%-14.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $10,633 | $2,028+424.2% | $2,722+290.7% | $2,381+346.6% |
| Participant deferral / active EE | $4,875 | $2,546+91.5% | $3,402+43.3% | $3,470+40.5% |
| Admin fee / account holder | $605 | $3,005-79.9% | $3,590-83.1% | $4,888-87.6% |