Filed October 2, 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 7-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,425 | $90,590+199.6% | $90,782+199.0% | $135,375+100.5% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+9.0pp | 82.6%+9.0pp |
| Annual return | -5.40% | -3.40%-2.0pp | -3.42%-2.0pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,146 | $4,352-50.7% | $4,105-47.7% | $4,779-55.1% |
| Participant deferral / active EE | $9,063 | $5,407+67.6% | $5,366+68.9% | $5,609+61.6% |
| Admin fee / account holder | $69,134 | $7,683+799.8% | $5,908+1070.2% | $10,827+538.5% |