Filed May 14, 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 | $25,405 | $70,756-64.1% | $65,493-61.2% | $142,382-82.2% |
| Participation rate | 30.8% | 77.4%-46.6pp | 73.1%-42.3pp | 80.1%-49.4pp |
| Annual return | 12.47% | 1754.89%-1742.4pp | 982.45%-970.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,334 | $2,881-53.7% | $2,574-48.2% | $4,299-69.0% |
| Participant deferral / active EE | $2,725 | $4,637-41.2% | $3,961-31.2% | $6,507-58.1% |
| Admin fee / account holder | $668 | $6,559-89.8% | $5,028-86.7% | $12,624-94.7% |