Filed July 13, 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 | $76,680 | $54,762+40.0% | $90,281-15.1% | $72,985+5.1% |
| Participation rate | 81.8% | 65.1%+16.7pp | 73.3%+8.5pp | 69.5%+12.3pp |
| Annual return | 11.07% | 30.63%-19.6pp | 78.10%-67.0pp | 81.00%-69.9pp |
| Employer contribution / active EE | $1,364 | $2,092-34.8% | $2,854-52.2% | $2,440-44.1% |
| Participant deferral / active EE | $3,600 | $2,887+24.7% | $3,885-7.4% | $3,607-0.2% |
| Admin fee / account holder | $2,184 | $3,972-45.0% | $5,351-59.2% | $5,124-57.4% |