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 | $96,180 | $81,248+18.4% | $155,509-38.2% | $80,856+19.0% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.5pp | 67.6%+0.1pp |
| Annual return | 15.52% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,901 | $3,100-38.7% | $4,672-59.3% | $2,755-31.0% |
| Participant deferral / active EE | $3,593 | $3,452+4.1% | $5,626-36.1% | $4,296-16.4% |
| Admin fee / account holder | $28,002 | $7,997+250.1% | $15,912+76.0% | $6,918+304.8% |