Filed December 3, 2015
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,526 | $80,724+19.6% | $103,333-6.6% | $74,495+29.6% |
| Participation rate | 24.3% | 65.7%-41.4pp | 74.5%-50.2pp | 67.2%-42.9pp |
| Annual return | 12.98% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,209 | $3,157-61.7% | $3,868-68.7% | $2,623-53.9% |
| Participant deferral / active EE | $2,093 | $3,860-45.8% | $5,057-58.6% | $4,346-51.8% |
| Admin fee / account holder | $10,737 | $2,368+353.4% | $8,355+28.5% | $1,942+452.9% |