Filed November 24, 2014
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,021 | $72,404-22.6% | $110,238-49.2% | $64,186-12.7% |
| Participation rate | 92.5% | 73.3%+19.1pp | 79.8%+12.6pp | 69.6%+22.9pp |
| Annual return | -4.46% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,369 | $2,282+3.8% | $3,826-38.1% | $2,381-0.5% |
| Participant deferral / active EE | $5,333 | $3,469+53.7% | $4,672+14.2% | $3,470+53.7% |
| Admin fee / account holder | $10,636 | $5,664+87.8% | $8,547+24.4% | $4,888+117.6% |