Filed April 22, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,254 | $86,944-3.1% | $107,525-21.6% | $74,304+13.4% |
| Participation rate | 15.6% | 59.6%-43.9pp | 75.1%-59.4pp | 60.3%-44.7pp |
| Annual return | 19.13% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $823 | $2,757-70.2% | $3,754-78.1% | $2,241-63.3% |
| Participant deferral / active EE | $1,401 | $3,554-60.6% | $5,116-72.6% | $3,767-62.8% |
| Admin fee / account holder | $1,243 | $3,727-66.7% | $8,919-86.1% | $2,969-58.1% |