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 | $76,558 | $86,929-11.9% | $102,423-25.3% | $80,856-5.3% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.2pp | 67.6%+28.0pp |
| Annual return | 6.61% | 18.88%-12.3pp | 29.32%-22.7pp | 35.59%-29.0pp |
| Employer contribution / active EE | $698 | $2,369-70.5% | $3,023-76.9% | $2,755-74.7% |
| Participant deferral / active EE | $4,495 | $4,118+9.1% | $5,053-11.0% | $4,296+4.6% |
| Admin fee / account holder | $14,888 | $8,049+85.0% | $9,451+57.5% | $6,918+115.2% |