Filed October 20, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,539 | $78,672+25.3% | $109,143-9.7% | $85,850+14.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 1.36% | 25.09%-23.7pp | 25.75%-24.4pp | 318.53%-317.2pp |
| Employer contribution / active EE | $14,458 | $2,735+428.7% | $3,722+288.5% | $2,565+463.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,497 | $5,469+110.2% | $6,752+70.3% | $6,260+83.7% |