Filed October 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,019 | $67,331-7.9% | $60,874+1.9% | $134,475-53.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.99% | 49.93%-73.9pp | 16.90%-40.9pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,560 | $3,096-17.3% | $2,701-5.2% | $4,740-46.0% |
| Participant deferral / active EE | $4,792 | $4,538+5.6% | $3,817+25.6% | $6,400-25.1% |
| Admin fee / account holder | $819 | $4,582-82.1% | $3,224-74.6% | $11,426-92.8% |