Filed April 20, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,043 | $74,347-39.4% | $93,606-51.9% | $67,579-33.3% |
| Participation rate | 99.6% | 80.6%+19.0pp | 75.8%+23.8pp | 71.3%+28.3pp |
| Annual return | 14.91% | 28.07%-13.2pp | 32.76%-17.8pp | 378.56%-363.6pp |
| Employer contribution / active EE | $4,035 | $2,583+56.2% | $2,718+48.4% | $2,148+87.9% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |