Filed November 26, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,388 | $72,177-74.5% | $115,037-84.0% | $59,632-69.2% |
| Participation rate | 88.6% | 72.6%+16.0pp | 81.4%+7.2pp | 68.7%+19.9pp |
| Annual return | 5.29% | 12.02%-6.7pp | 26.14%-20.9pp | 2041.28%-2036.0pp |
| Employer contribution / active EE | $1,788 | $2,841-37.1% | $4,608-61.2% | $2,203-18.8% |
| Participant deferral / active EE | $4,700 | $4,783-1.7% | $6,026-22.0% | $3,192+47.2% |
| Admin fee / account holder | $643 | $4,927-87.0% | $8,175-92.1% | $4,297-85.0% |