Filed December 11, 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.
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 | $44,003 | $163,101-73.0% | $136,749-67.8% | $142,382-69.1% |
| Participation rate | 65.2% | 78.2%-13.0pp | 72.1%-6.9pp | 80.1%-14.9pp |
| Annual return | 16.25% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,353 | $4,117+30.0% | $3,400+57.4% | $4,299+24.5% |
| Participant deferral / active EE | $3,644 | $5,585-34.8% | $4,692-22.3% | $6,507-44.0% |
| Admin fee / account holder | $10,424 | $14,318-27.2% | $11,386-8.4% | $12,624-17.4% |