Filed December 29, 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.
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 | $88,112 | $80,724+9.2% | $103,333-14.7% | $74,495+18.3% |
| Participation rate | 47.3% | 65.7%-18.4pp | 74.5%-27.2pp | 67.2%-19.9pp |
| Annual return | 12.97% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,590 | $3,157-49.6% | $3,868-58.9% | $2,623-39.4% |
| Participant deferral / active EE | $4,086 | $3,860+5.9% | $5,057-19.2% | $4,346-6.0% |
| Admin fee / account holder | $3,450 | $2,368+45.7% | $8,355-58.7% | $1,942+77.7% |