Filed December 13, 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 | $152,824 | $65,561+133.1% | $91,541+66.9% | $74,304+105.7% |
| Participation rate | 64.4% | 56.6%+7.8pp | 69.8%-5.4pp | 60.3%+4.1pp |
| Annual return | 16.67% | 17.68%-1.0pp | 20.50%-3.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,413 | $1,717+40.5% | $2,505-3.7% | $2,241+7.7% |
| Participant deferral / active EE | $5,517 | $2,918+89.1% | $4,008+37.6% | $3,767+46.4% |
| Admin fee / account holder | $2,670 | $3,333-19.9% | $6,956-61.6% | $2,969-10.1% |