Filed April 7, 2017
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 | $73,496 | $150,440-51.1% | $136,294-46.1% | $147,584-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.11% | 1049.08%-1043.0pp | 5155.94%-5149.8pp | 578.55%-572.4pp |
| Employer contribution / active EE | $6,993 | $5,256+33.0% | $4,695+48.9% | $4,876+43.4% |
| Participant deferral / active EE | $6,236 | $6,630-6.0% | $6,247-0.2% | $5,439+14.7% |
| Admin fee / account holder | $122,156 | $10,905+1020.2% | $9,243+1221.6% | $10,885+1022.2% |