Filed December 4, 2017
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.
Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,754 | $98,750+233.9% | $149,696+120.3% | $79,858+312.9% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 13.29% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $149 | $3,216-95.4% | $4,644-96.8% | $2,471-94.0% |
| Participant deferral / active EE | $10,533 | $5,680+85.4% | $6,842+53.9% | $3,740+181.6% |
| Admin fee / account holder | $16,672 | $6,053+175.4% | $9,309+79.1% | $5,306+214.2% |