Filed March 29, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,430 | $65,041+109.8% | $90,951+50.0% | $79,858+70.8% |
| Participation rate | 64.2% | 61.6%+2.5pp | 69.0%-4.9pp | 69.6%-5.5pp |
| Annual return | 12.67% | 30.45%-17.8pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $972 | $1,247-22.1% | $2,122-54.2% | $2,471-60.7% |
| Participant deferral / active EE | $3,050 | $2,512+21.4% | $3,373-9.6% | $3,740-18.5% |
| Admin fee / account holder | $12,644 | $4,536+178.7% | $5,959+112.2% | $5,306+138.3% |