Filed March 18, 2016
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 | $36,057 | $48,274-25.3% | $63,517-43.2% | $59,632-39.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.29% | -240.79%+241.1pp | -70.30%+70.6pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $629 | $1,586-60.4% | $2,322-72.9% | $2,203-71.5% |
| Participant deferral / active EE | $5,013 | $2,343+114.0% | $2,953+69.7% | $3,192+57.1% |
| Admin fee / account holder | $1,972 | $3,600-45.2% | $5,892-66.5% | $4,297-54.1% |