Filed January 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.
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 | $22,567 | $56,897-60.3% | $84,750-73.4% | $62,891-64.1% |
| Participation rate | 27.6% | 68.5%-41.0pp | 76.6%-49.0pp | 69.3%-41.7pp |
| Annual return | 5.55% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,579 | $2,709-41.7% | $3,712-57.5% | $3,203-50.7% |
| Admin fee / account holder | $1,111 | $3,581-69.0% | $5,332-79.2% | $4,296-74.1% |