Filed November 18, 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 9-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 | $108,998 | $93,571+16.5% | $135,903-19.8% | $75,163+45.0% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 67.2%+0.7pp |
| Annual return | 50.17% | 30.90%+19.3pp | 68.23%-18.1pp | 160.62%-110.4pp |
| Employer contribution / active EE | $4,094 | $3,537+15.8% | $4,856-15.7% | $2,670+53.3% |
| Participant deferral / active EE | $7,072 | $6,404+10.4% | $7,758-8.8% | $4,125+71.4% |
| Admin fee / account holder | $9,177 | $6,975+31.6% | $10,762-14.7% | $5,651+62.4% |