Filed November 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,983 | $138,347+28.6% | $184,203-3.4% | $80,856+120.1% |
| Participation rate | 59.5% | 83.9%-24.4pp | 86.8%-27.4pp | 67.6%-8.2pp |
| Annual return | 9.33% | 20.02%-10.7pp | 28.81%-19.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,924 | $4,850-60.3% | $6,427-70.1% | $2,755-30.2% |
| Participant deferral / active EE | $6,852 | $7,071-3.1% | $9,131-25.0% | $4,296+59.5% |
| Admin fee / account holder | $15,353 | $10,483+46.4% | $13,901+10.4% | $6,918+121.9% |