Filed July 20, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,370 | $52,884+4.7% | $84,750-34.7% | $55,167+0.4% |
| Participation rate | 95.0% | 67.5%+27.4pp | 76.6%+18.4pp | 69.0%+26.0pp |
| Annual return | 8.71% | 18.03%-9.3pp | 22.78%-14.1pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,285 | $2,233-42.5% | $3,574-64.0% | $1,963-34.5% |
| Participant deferral / active EE | $4,401 | $2,644+66.5% | $3,712+18.6% | $3,054+44.1% |
| Admin fee / account holder | $4,106 | $581+607.1% | $5,332-23.0% | $504+714.8% |