Filed January 3, 2017 (most recent of 4 filings on file)
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.
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 | $31,287 | $109,359-71.4% | $162,163-80.7% | $72,985-57.1% |
| Participation rate | 90.5% | 84.3%+6.2pp | 87.6%+2.9pp | 69.5%+21.0pp |
| Annual return | 15.31% | 25.46%-10.2pp | 115.59%-100.3pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,383 | $3,907-64.6% | $5,614-75.4% | $2,440-43.3% |
| Participant deferral / active EE | $1,755 | $5,481-68.0% | $7,298-76.0% | $3,607-51.4% |
| Admin fee / account holder | $2,622 | $7,972-67.1% | $10,843-75.8% | $5,124-48.8% |