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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,272 | $81,900+104.2% | $119,609+39.8% | $68,494+144.2% |
| Participation rate | 48.3% | 71.9%-23.6pp | 79.3%-31.0pp | 67.9%-19.6pp |
| Annual return | -16.09% | -23.82%+7.7pp | -14.97%-1.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,400 | $2,693-48.0% | $4,232-66.9% | $2,596-46.1% |
| Participant deferral / active EE | $3,875 | $4,148-6.6% | $5,602-30.8% | $4,027-3.8% |
| Admin fee / account holder | $2,655 | $6,582-59.7% | $10,323-74.3% | $5,403-50.9% |