Filed July 25, 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 | $123,001 | $53,516+129.8% | $126,539-2.8% | $84,808+45.0% |
| Participation rate | 68.8% | 58.2%+10.5pp | 69.8%-1.1pp | 68.3%+0.4pp |
| Annual return | 18.91% | 58.34%-39.4pp | 425.95%-407.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,299 | $1,535+49.8% | $3,674-37.4% | $2,631-12.6% |
| Participant deferral / active EE | $6,459 | $2,671+141.8% | $4,083+58.2% | $4,212+53.4% |
| Admin fee / account holder | $10,731 | $4,497+138.6% | $6,065+76.9% | $7,344+46.1% |