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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,548 | $57,354-60.7% | $83,848-73.1% | $64,186-64.9% |
| Participation rate | 38.1% | 68.6%-30.5pp | 76.1%-38.1pp | 69.6%-31.5pp |
| Annual return | -10.42% | 11.38%-21.8pp | 850.88%-861.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,255 | $2,993-24.7% | $4,082-44.8% | $3,470-35.0% |
| Admin fee / account holder | $3,384 | $4,046-16.3% | $5,478-38.2% | $4,888-30.8% |