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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,151 | $159,901-78.0% | $146,958-76.1% | $145,922-75.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 20.69% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $9,728 | $5,286+84.0% | $4,933+97.2% | $4,660+108.8% |
| Participant deferral / active EE | $425 | $8,428-95.0% | $8,070-94.7% | $6,688-93.6% |
| Admin fee / account holder | $158 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |