Filed July 20, 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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,316 | $46,173-38.7% | $170,442-83.4% | $69,631-59.3% |
| Participation rate | 18.4% | 63.9%-45.5pp | 83.6%-65.2pp | 70.7%-52.3pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.93%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $154 | $1,610-90.4% | $5,433-97.2% | $2,032-92.4% |
| Participant deferral / active EE | $230 | $2,080-89.0% | $4,939-95.4% | $3,224-92.9% |
| Admin fee / account holder | $38 | $116-67.5% | $13,880-99.7% | $110-65.8% |