Filed April 4, 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.
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 | $140,542 | $209,832-33.0% | $189,513-25.8% | $167,490-16.1% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 29.79% | 748.27%-718.5pp | 555.15%-525.4pp | 478.56%-448.8pp |
| Employer contribution / active EE | $1,198 | $6,914-82.7% | $6,162-80.5% | $4,837-75.2% |
| Participant deferral / active EE | $4,500 | $8,935-49.6% | $8,221-45.3% | $6,341-29.0% |
| Admin fee / account holder | $18,583 | $14,293+30.0% | $12,045+54.3% | $12,309+51.0% |