Filed March 12, 2018
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,151 | $64,119+28.1% | $112,228-26.8% | $66,914+22.8% |
| Participation rate | 65.3% | 68.5%-3.1pp | 75.1%-9.7pp | 69.8%-4.5pp |
| Annual return | 4.22% | -13.81%+18.0pp | 27.45%-23.2pp | 1.58%+2.6pp |
| Employer contribution / active EE | $2,976 | $3,005-1.0% | $3,635-18.1% | $2,544+17.0% |
| Participant deferral / active EE | $4,941 | $3,693+33.8% | $4,728+4.5% | $4,237+16.6% |
| Admin fee / account holder | $7,972 | $625+1175.1% | $6,410+24.4% | $593+1243.8% |