Filed December 28, 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.
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 | $174,355 | $109,881+58.7% | $150,045+16.2% | $84,808+105.6% |
| Participation rate | 57.7% | 76.1%-18.4pp | 82.3%-24.6pp | 68.3%-10.6pp |
| Annual return | 15.45% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,523 | $3,561-57.2% | $4,693-67.5% | $2,631-42.1% |
| Participant deferral / active EE | $4,978 | $6,636-25.0% | $7,997-37.8% | $4,212+18.2% |
| Admin fee / account holder | $15,557 | $8,568+81.6% | $13,435+15.8% | $7,344+111.8% |