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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,494 | $53,516+52.3% | $126,539-35.6% | $84,808-3.9% |
| Participation rate | 60.2% | 58.2%+2.0pp | 69.8%-9.6pp | 68.3%-8.1pp |
| Annual return | 15.65% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,572 | $1,535+2.4% | $3,674-57.2% | $2,631-40.3% |
| Participant deferral / active EE | $3,037 | $2,671+13.7% | $4,083-25.6% | $4,212-27.9% |
| Admin fee / account holder | $4,972 | $4,497+10.6% | $6,065-18.0% | $7,344-32.3% |