Filed March 2, 2015
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 | $53,048 | $110,094-51.8% | $151,611-65.0% | $68,494-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.52% | -10.12%-2.4pp | 3.33%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,553 | $4,471-65.3% | $6,166-74.8% | $2,596-40.2% |
| Participant deferral / active EE | $4,630 | $6,527-29.1% | $8,363-44.6% | $4,027+15.0% |
| Admin fee / account holder | $2,378 | $7,719-69.2% | $11,616-79.5% | $5,403-56.0% |