Filed August 9, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,336 | $109,413+155.3% | $156,263+78.8% | $84,808+229.4% |
| Participation rate | 51.5% | 72.7%-21.2pp | 78.9%-27.4pp | 68.3%-16.8pp |
| Annual return | 13.27% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,091 | $2,907-62.5% | $4,333-74.8% | $2,631-58.5% |
| Participant deferral / active EE | $2,378 | $4,590-48.2% | $6,158-61.4% | $4,212-43.5% |
| Admin fee / account holder | $3,965 | $9,357-57.6% | $14,255-72.2% | $7,344-46.0% |