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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,149 | $46,674-69.7% | $117,472-88.0% | $68,494-79.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.55% | -14.52%-3.0pp | 29.74%-47.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,018 | $1,505-32.3% | $4,176-75.6% | $2,596-60.8% |
| Participant deferral / active EE | $1,648 | $2,636-37.5% | $4,070-59.5% | $4,027-59.1% |
| Admin fee / account holder | $1,383 | $4,020-65.6% | $5,645-75.5% | $5,403-74.4% |