Filed September 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,003 | $54,380+104.1% | $68,509+62.0% | $59,632+86.1% |
| Participation rate | 93.5% | 70.2%+23.4pp | 74.7%+18.8pp | 68.7%+24.9pp |
| Annual return | -1.73% | 2.83%-4.6pp | 8.27%-10.0pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $135 | $1,539-91.2% | $2,278-94.1% | $2,203-93.9% |
| Participant deferral / active EE | $1,731 | $2,643-34.5% | $3,382-48.8% | $3,192-45.8% |
| Admin fee / account holder | $701 | $3,885-82.0% | $5,275-86.7% | $4,297-83.7% |