Filed December 9, 2019
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,173 | $110,094-74.4% | $151,611-81.4% | $68,494-58.9% |
| Participation rate | 93.4% | 84.0%+9.5pp | 87.5%+5.9pp | 67.9%+25.5pp |
| Annual return | -5.75% | -10.12%+4.4pp | 3.33%-9.1pp | -7.84%+2.1pp |
| Employer contribution / active EE | $1,745 | $4,471-61.0% | $6,166-71.7% | $2,596-32.8% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $882 | $7,719-88.6% | $11,616-92.4% | $5,403-83.7% |