Filed May 15, 2017
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 | $226,282 | $56,972+297.2% | $182,532+24.0% | $65,185+247.1% |
| Participation rate | 87.0% | 66.5%+20.5pp | 78.0%+9.1pp | 70.2%+16.8pp |
| Annual return | 28.66% | 27.67%+1.0pp | 148.54%-119.9pp | 29.38%-0.7pp |
| Employer contribution / active EE | $8,078 | $1,615+400.3% | $4,076+98.2% | $2,177+271.1% |
| Participant deferral / active EE | $13,883 | $3,526+293.7% | $5,524+151.3% | $3,514+295.1% |
| Admin fee / account holder | $2,200 | $528+316.8% | $8,592-74.4% | $847+159.7% |