Filed August 30, 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 | $106,333 | $60,022+77.2% | $88,946+19.5% | $84,808+25.4% |
| Participation rate | 55.6% | 57.8%-2.3pp | 68.8%-13.3pp | 68.3%-12.8pp |
| Annual return | 15.15% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,777 | $1,703+63.1% | $2,555+8.7% | $2,631+5.6% |
| Participant deferral / active EE | $4,320 | $3,114+38.7% | $4,581-5.7% | $4,212+2.6% |
| Admin fee / account holder | $1,985 | $4,811-58.7% | $8,261-76.0% | $7,344-73.0% |