Filed February 28, 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 | $47,873 | $159,901-70.1% | $146,958-67.4% | $145,922-67.2% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 12.34% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,094 | $8,428-63.3% | $8,070-61.7% | $6,688-53.7% |
| Admin fee / account holder | $70,072 | $15,044+365.8% | $12,998+439.1% | $13,397+423.0% |