Filed March 16, 2016
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,032 | $180,449-81.7% | $154,107-78.6% | $135,375-75.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.77% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $9,201 | $6,035+52.5% | $5,298+73.7% | $4,779+92.5% |
| Participant deferral / active EE | $4,497 | $5,806-22.5% | $5,081-11.5% | $5,609-19.8% |
| Admin fee / account holder | $201 | $16,143-98.8% | $13,411-98.5% | $10,827-98.1% |