Filed May 30, 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.
Participant 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 | $38,343 | $87,841-56.3% | $133,980-71.4% | $62,891-39.0% |
| Participation rate | 93.3% | 83.4%+10.0pp | 87.1%+6.3pp | 69.3%+24.0pp |
| Annual return | 6.14% | 12.05%-5.9pp | 29.30%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,841 | $3,483-18.4% | $5,211-45.5% | $2,281+24.6% |
| Participant deferral / active EE | $1,894 | $4,812-60.6% | $6,282-69.9% | $3,203-40.9% |
| Admin fee / account holder | $4,818 | $5,371-10.3% | $9,324-48.3% | $4,296+12.2% |