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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,561 | $65,685-64.1% | $57,179-58.8% | $273,961-91.4% |
| Participation rate | 27.3% | 78.3%-51.1pp | 75.3%-48.1pp | 83.0%-55.7pp |
| Annual return | 1.31% | 21.99%-20.7pp | 14.59%-13.3pp | 41.45%-40.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $45 | $3,782-98.8% | $3,096-98.5% | $5,287-99.1% |
| Admin fee / account holder | $171 | $4,835-96.5% | $3,139-94.6% | $10,132-98.3% |