Filed November 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,797 | $47,848+2.0% | $81,478-40.1% | $70,131-30.4% |
| Participation rate | 36.6% | 58.3%-21.7pp | 68.0%-31.3pp | 69.5%-32.9pp |
| Annual return | 16.43% | 27.25%-10.8pp | 38.78%-22.3pp | 73.14%-56.7pp |
| Employer contribution / active EE | $161 | $1,527-89.4% | $2,568-93.7% | $2,342-93.1% |
| Participant deferral / active EE | $1,551 | $2,453-36.8% | $3,537-56.1% | $3,332-53.4% |
| Admin fee / account holder | $2,527 | $3,145-19.6% | $4,561-44.6% | $4,645-45.6% |