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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,227 | $51,576+32.3% | $129,207-47.2% | $80,856-15.6% |
| Participation rate | 73.1% | 57.0%+16.1pp | 69.6%+3.5pp | 67.6%+5.4pp |
| Annual return | 10.59% | 20.81%-10.2pp | 9417.33%-9406.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,085 | $1,584-31.5% | $4,153-73.9% | $2,755-60.6% |
| Participant deferral / active EE | $3,168 | $2,669+18.7% | $4,168-24.0% | $4,296-26.3% |
| Admin fee / account holder | $4,236 | $4,305-1.6% | $7,715-45.1% | $6,918-38.8% |