Filed May 4, 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 | $55,685 | $53,777+3.5% | $134,143-58.5% | $79,858-30.3% |
| Participation rate | 69.4% | 58.8%+10.7pp | 72.2%-2.7pp | 69.6%-0.2pp |
| Annual return | 19.79% | 19.01%+0.8pp | 36.33%-16.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,055 | $1,321+55.5% | $3,704-44.5% | $2,471-16.8% |
| Participant deferral / active EE | $3,508 | $2,420+45.0% | $3,499+0.3% | $3,740-6.2% |
| Admin fee / account holder | $4,782 | $3,984+20.0% | $6,684-28.5% | $5,306-9.9% |