Filed June 9, 2017 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,080 | $88,672+17.4% | $105,223-1.1% | $82,448+26.2% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.4pp | 68.1%-10.5pp |
| Annual return | 47.66% | 30.86%+16.8pp | 180.65%-133.0pp | 41.64%+6.0pp |
| Employer contribution / active EE | $3,304 | $3,048+8.4% | $3,689-10.4% | $2,551+29.5% |
| Participant deferral / active EE | $7,376 | $4,036+82.8% | $5,072+45.4% | $4,139+78.2% |
| Admin fee / account holder | $1,718 | $7,146-76.0% | $8,859-80.6% | $7,234-76.2% |