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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,610 | $39,019-72.8% | $80,716-86.9% | $85,850-87.6% |
| Participation rate | 42.9% | 41.5%+1.3pp | 54.2%-11.3pp | 69.3%-26.5pp |
| Annual return | 12.35% | 26.27%-13.9pp | 87.28%-74.9pp | 318.53%-306.2pp |
| Employer contribution / active EE | $85 | $722-88.2% | $1,160-92.6% | $2,565-96.7% |
| Participant deferral / active EE | $600 | $1,326-54.7% | $2,146-72.0% | $3,952-84.8% |
| Admin fee / account holder | $789 | $2,431-67.5% | $3,380-76.6% | $6,260-87.4% |