Filed January 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.
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 | $82,602 | $63,764+29.5% | $81,930+0.8% | $79,858+3.4% |
| Participation rate | 71.8% | 67.5%+4.3pp | 72.0%-0.2pp | 69.6%+2.2pp |
| Annual return | 9.48% | 22.66%-13.2pp | 29.49%-20.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $818 | $1,795-54.4% | $4,310-81.0% | $2,471-66.9% |
| Participant deferral / active EE | $7,505 | $2,780+169.9% | $7,107+5.6% | $3,740+100.7% |
| Admin fee / account holder | $23,403 | $4,426+428.7% | $5,158+353.7% | $5,306+341.0% |