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 | $101,806 | $148,978-31.7% | $200,582-49.2% | $84,808+20.0% |
| Participation rate | 88.4% | 84.2%+4.2pp | 86.9%+1.5pp | 68.3%+20.1pp |
| Annual return | 16.60% | 28.16%-11.6pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,230 | $4,815-74.5% | $6,419-80.8% | $2,631-53.2% |
| Participant deferral / active EE | $3,563 | $7,142-50.1% | $9,331-61.8% | $4,212-15.4% |
| Admin fee / account holder | $3,399 | $13,977-75.7% | $16,305-79.2% | $7,344-53.7% |