Filed March 9, 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 | $105,929 | $81,460+30.0% | $103,333+2.5% | $80,856+31.0% |
| Participation rate | 20.6% | 66.8%-46.2pp | 74.5%-53.9pp | 67.6%-47.0pp |
| Annual return | 14.48% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,163 | $3,105-62.6% | $3,868-69.9% | $2,755-57.8% |
| Participant deferral / active EE | $2,671 | $3,869-31.0% | $5,057-47.2% | $4,296-37.8% |
| Admin fee / account holder | $6,766 | $6,566+3.0% | $8,355-19.0% | $6,918-2.2% |