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 9-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 | $91,990 | $84,402+9.0% | $61,373+49.9% | $134,475-31.6% |
| Participation rate | 61.5% | 62.2%-0.7pp | 52.6%+9.0pp | 81.2%-19.7pp |
| Annual return | -9.99% | 584.55%-594.5pp | 338.61%-348.6pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,279 | $1,544-17.2% | $1,159+10.4% | $4,740-73.0% |
| Participant deferral / active EE | $7,331 | $2,819+160.1% | $2,125+245.0% | $6,400+14.6% |
| Admin fee / account holder | $4,270 | $2,585+65.2% | $2,130+100.5% | $11,426-62.6% |