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 | $101,824 | $72,277+40.9% | $101,248+0.6% | $79,858+27.5% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 14.68% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,523 | $2,692-43.4% | $3,660-58.4% | $2,471-38.4% |
| Participant deferral / active EE | $2,306 | $3,282-29.7% | $4,370-47.2% | $3,740-38.3% |
| Admin fee / account holder | $1,913 | $4,400-56.5% | $5,945-67.8% | $5,306-63.9% |