Filed August 31, 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 | $203,917 | $190,805+6.9% | $159,960+27.5% | $134,475+51.6% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -15.19% | 552.23%-567.4pp | 408.60%-423.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $10,000 | $4,995+100.2% | $4,226+136.6% | $4,740+111.0% |
| Participant deferral / active EE | $9,728 | $6,923+40.5% | $6,182+57.3% | $6,400+52.0% |
| Admin fee / account holder | $4,150 | $10,471-60.4% | $8,698-52.3% | $11,426-63.7% |