Filed January 19, 2017
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,948 | $74,552-61.2% | $62,995-54.0% | $69,631-58.4% |
| Participation rate | 40.8% | 78.3%-37.4pp | 74.8%-34.0pp | 70.7%-29.8pp |
| Annual return | 15.62% | 15.77%-0.1pp | 87.57%-71.9pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $920 | $2,974-69.1% | $3,329-72.4% | $3,224-71.5% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |