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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,395 | $77,419-91.7% | $69,455-90.8% | $152,861-95.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.47% | 39.06%-37.6pp | 28.97%-27.5pp | 345.32%-343.8pp |
| Employer contribution / active EE | $1,283 | $3,315-61.3% | $2,779-53.8% | $4,762-73.1% |
| Participant deferral / active EE | $1,794 | $4,414-59.3% | $3,535-49.3% | $5,850-69.3% |
| Admin fee / account holder | $311 | $6,207-95.0% | $3,839-91.9% | $11,596-97.3% |