Filed May 17, 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.
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 | $106,474 | $74,927+42.1% | $101,794+4.6% | $84,808+25.5% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.2%-6.7pp | 68.3%-5.8pp |
| Annual return | 16.66% | 18.70%-2.0pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,212 | $1,522+45.4% | $2,289-3.4% | $2,631-15.9% |
| Participant deferral / active EE | $5,168 | $3,099+66.8% | $4,084+26.5% | $4,212+22.7% |
| Admin fee / account holder | $25,833 | $6,514+296.6% | $8,777+194.3% | $7,344+251.8% |