Filed November 8, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,216 | $53,516-66.0% | $126,539-85.6% | $84,808-78.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.82% | 58.34%-46.5pp | 425.95%-414.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,091 | $1,535-28.9% | $3,674-70.3% | $2,631-58.5% |
| Participant deferral / active EE | $1,371 | $2,671-48.7% | $4,083-66.4% | $4,212-67.5% |
| Admin fee / account holder | $1,605 | $4,497-64.3% | $6,065-73.5% | $7,344-78.1% |