Filed April 21, 2017 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,753 | $82,630-48.3% | $64,105-33.3% | $125,391-65.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 68.2%-68.2pp | 83.2%-83.2pp |
| Annual return | -0.94% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,510 | $2,671-43.5% | $1,820-17.0% | $4,866-69.0% |
| Participant deferral / active EE | $1,133 | $3,608-68.6% | $2,822-59.8% | $5,352-78.8% |
| Admin fee / account holder | $7,000 | $6,382+9.7% | $4,499+55.6% | $9,540-26.6% |