Filed May 10, 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.
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 | $66,539 | $79,633-16.4% | $93,789-29.1% | $68,494-2.9% |
| Participation rate | 88.6% | 75.4%+13.3pp | 81.0%+7.7pp | 67.9%+20.7pp |
| Annual return | -22.20% | -0.10%-22.1pp | -11.33%-10.9pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,558 | $3,665-30.2% | $4,323-40.8% | $2,596-1.5% |
| Participant deferral / active EE | $6,313 | $5,158+22.4% | $6,094+3.6% | $4,027+56.8% |
| Admin fee / account holder | $12,975 | $6,871+88.8% | $7,195+80.3% | $5,403+140.2% |