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 | $27,570 | $63,346-56.5% | $92,233-70.1% | $70,131-60.7% |
| Participation rate | 38.8% | 68.7%-29.9pp | 76.5%-37.7pp | 69.5%-30.8pp |
| Annual return | 22.32% | 530.12%-507.8pp | 176.28%-154.0pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,606 | $2,854-43.7% | $3,897-58.8% | $3,332-51.8% |
| Admin fee / account holder | $3,947 | $3,840+2.8% | $5,194-24.0% | $4,645-15.0% |