Filed February 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,308 | $214,378-71.9% | $200,582-69.9% | $142,382-57.6% |
| Participation rate | 64.3% | 87.4%-23.2pp | 86.9%-22.6pp | 80.1%-15.8pp |
| Annual return | 10.71% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,647 | $9,865-83.3% | $9,331-82.3% | $6,507-74.7% |
| Admin fee / account holder | $8 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |