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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,473 | $138,347-64.2% | $184,203-73.1% | $80,856-38.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 11.99% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,300 | $4,850-73.2% | $6,427-79.8% | $2,755-52.8% |
| Participant deferral / active EE | $3,212 | $7,071-54.6% | $9,131-64.8% | $4,296-25.2% |
| Admin fee / account holder | $2,566 | $10,483-75.5% | $13,901-81.5% | $6,918-62.9% |