Filed June 27, 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 9-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 | $88,198 | $100,773-12.5% | $88,946-0.8% | $142,382-38.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.96% | 70.18%-62.2pp | 57.82%-49.9pp | 217.08%-209.1pp |
| Employer contribution / active EE | $11,295 | $2,918+287.1% | $2,555+342.1% | $4,299+162.7% |
| Participant deferral / active EE | $1,713 | $5,230-67.3% | $4,581-62.6% | $6,507-73.7% |
| Admin fee / account holder | $8,521 | $9,693-12.1% | $8,261+3.1% | $12,624-32.5% |