Filed September 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,279 | $137,414-53.2% | $189,513-66.1% | $85,850-25.1% |
| Participation rate | 93.0% | 84.6%+8.4pp | 87.8%+5.2pp | 69.3%+23.7pp |
| Annual return | 13.62% | 38.14%-24.5pp | 555.15%-541.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,281 | $4,344-70.5% | $6,162-79.2% | $2,565-50.1% |
| Participant deferral / active EE | $3,948 | $6,260-36.9% | $8,221-52.0% | $3,952-0.1% |
| Admin fee / account holder | $5,669 | $8,630-34.3% | $12,045-52.9% | $6,260-9.4% |