Filed November 28, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,491 | $64,119-16.6% | $112,228-52.3% | $66,914-20.1% |
| Participation rate | 48.2% | 68.5%-20.2pp | 75.1%-26.8pp | 69.8%-21.6pp |
| Annual return | -18.13% | -13.81%-4.3pp | 27.45%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,274 | $3,005-57.6% | $3,635-65.0% | $2,544-49.9% |
| Participant deferral / active EE | $2,866 | $3,693-22.4% | $4,728-39.4% | $4,237-32.4% |
| Admin fee / account holder | $3,743 | $625+498.7% | $6,410-41.6% | $593+530.9% |