Filed October 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,169 | $86,286-23.3% | $111,297-40.5% | $85,850-22.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.14% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $613 | $2,043-70.0% | $2,731-77.6% | $2,565-76.1% |
| Participant deferral / active EE | $3,404 | $3,641-6.5% | $4,487-24.1% | $3,952-13.9% |
| Admin fee / account holder | $7,369 | $8,188-10.0% | $7,964-7.5% | $6,260+17.7% |