Filed May 2, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,829 | $49,177-63.7% | $79,464-77.6% | $64,186-72.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.82% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,357 | $2,076+13.5% | $2,800-15.8% | $2,381-1.0% |
| Participant deferral / active EE | $843 | $2,821-70.1% | $3,704-77.2% | $3,470-75.7% |
| Admin fee / account holder | $1,763 | $3,839-54.1% | $5,113-65.5% | $4,888-63.9% |