Filed December 16, 2015
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,488 | $46,732-47.6% | $156,549-84.4% | $55,167-55.6% |
| Participation rate | 50.3% | 65.8%-15.5pp | 84.0%-33.7pp | 69.0%-18.6pp |
| Annual return | 11.55% | 17.72%-6.2pp | 32.23%-20.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $1,101 | $2,105-47.7% | $5,501-80.0% | $1,963-43.9% |
| Participant deferral / active EE | $1,619 | $2,204-26.6% | $4,871-66.8% | $3,054-47.0% |
| Admin fee / account holder | $36 | $418-91.3% | $13,027-99.7% | $504-92.8% |