Filed October 22, 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 6-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 | $43,933 | $56,114-21.7% | $96,139-54.3% | $85,850-48.8% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 14.62% | 42.30%-27.7pp | 191.94%-177.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,367 | $2,859+87.7% | $4,349+23.4% | $3,952+35.8% |
| Admin fee / account holder | $4,383 | $3,768+16.3% | $5,537-20.8% | $6,260-30.0% |