Filed February 13, 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 | $76,423 | $52,406+45.8% | $129,207-40.9% | $74,495+2.6% |
| Participation rate | 24.4% | 53.8%-29.4pp | 69.6%-45.2pp | 67.2%-42.8pp |
| Annual return | 13.88% | 15.66%-1.8pp | 9417.33%-9403.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $643 | $1,531-58.0% | $4,153-84.5% | $2,623-75.5% |
| Participant deferral / active EE | $1,116 | $2,794-60.0% | $4,168-73.2% | $4,346-74.3% |
| Admin fee / account holder | $3,117 | $2,633+18.4% | $7,715-59.6% | $1,942+60.5% |