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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,573 | $148,978-65.4% | $200,582-74.3% | $84,808-39.2% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 10.15% | 28.16%-18.0pp | 42.33%-32.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,297 | $4,815-73.1% | $6,419-79.8% | $2,631-50.7% |
| Participant deferral / active EE | $3,206 | $7,142-55.1% | $9,331-65.6% | $4,212-23.9% |
| Admin fee / account holder | $326 | $13,977-97.7% | $16,305-98.0% | $7,344-95.6% |