Filed February 8, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,152 | $138,347-40.6% | $184,203-55.4% | $80,856+1.6% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 18.76% | 20.02%-1.3pp | 28.81%-10.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,153 | $4,850-76.2% | $6,427-82.1% | $2,755-58.1% |
| Participant deferral / active EE | $3,323 | $7,071-53.0% | $9,131-63.6% | $4,296-22.6% |
| Admin fee / account holder | $9,897 | $10,483-5.6% | $13,901-28.8% | $6,918+43.1% |