Filed September 23, 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 | $52,849 | $57,354-7.9% | $83,848-37.0% | $64,186-17.7% |
| Participation rate | 62.1% | 68.6%-6.5pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | -5.72% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,284 | $2,545-10.2% | $3,631-37.1% | $2,381-4.0% |
| Participant deferral / active EE | $4,026 | $2,993+34.5% | $4,082-1.4% | $3,470+16.0% |
| Admin fee / account holder | $4,909 | $4,046+21.3% | $5,478-10.4% | $4,888+0.4% |