Filed October 31, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,830 | $30,400-28.2% | $53,898-59.5% | $84,808-74.3% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 12.78% | 500.19%-487.4pp | 528.60%-515.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $317 | $603-47.4% | $932-66.0% | $2,631-87.9% |
| Participant deferral / active EE | $2,554 | $1,199+113.1% | $1,826+39.8% | $4,212-39.4% |
| Admin fee / account holder | $513 | $1,993-74.3% | $2,491-79.4% | $7,344-93.0% |