Filed August 3, 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 | $107,996 | $80,717+33.8% | $154,803-30.2% | $84,808+27.3% |
| Participation rate | 69.5% | 66.8%+2.7pp | 78.1%-8.6pp | 68.3%+1.2pp |
| Annual return | 17.71% | 37.96%-20.2pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,229 | $2,761-19.3% | $4,305-48.2% | $2,631-15.3% |
| Participant deferral / active EE | $3,656 | $3,303+10.7% | $5,540-34.0% | $4,212-13.2% |
| Admin fee / account holder | $7,035 | $6,746+4.3% | $14,329-50.9% | $7,344-4.2% |