Filed June 29, 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.
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 | $239,208 | $69,518+244.1% | $59,878+299.5% | $135,375+76.7% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.7%-39.0pp | 82.6%-46.9pp |
| Annual return | -4.92% | 7.94%-12.9pp | 3.46%-8.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,148 | $4,206+22.4% | $3,402+51.3% | $5,609-8.2% |
| Admin fee / account holder | $3,577 | $5,734-37.6% | $3,590-0.4% | $10,827-67.0% |