Filed April 11, 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 | $77,980 | $56,317+38.5% | $71,209+9.5% | $74,304+4.9% |
| Participation rate | 36.8% | 55.1%-18.4pp | 73.8%-37.0pp | 60.3%-23.6pp |
| Annual return | 14.98% | 42.83%-27.9pp | 282.51%-267.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $532 | $2,160-75.4% | $2,721-80.4% | $2,241-76.3% |
| Participant deferral / active EE | $1,682 | $2,788-39.6% | $4,175-59.7% | $3,767-55.3% |
| Admin fee / account holder | $22,732 | $2,290+892.8% | $5,349+325.0% | $2,969+665.7% |