Filed April 7, 2016 (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 7-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,624 | $59,839-40.5% | $81,983-56.5% | $79,858-55.4% |
| Participation rate | 29.0% | 61.6%-32.6pp | 69.2%-40.2pp | 69.6%-40.6pp |
| Annual return | 1136.42% | 17.56%+1118.9pp | 41.31%+1095.1pp | 31.71%+1104.7pp |
| Employer contribution / active EE | $1,057 | $1,713-38.3% | $2,498-57.7% | $2,471-57.2% |
| Participant deferral / active EE | $2,104 | $2,695-21.9% | $3,722-43.5% | $3,740-43.7% |
| Admin fee / account holder | $10 | $4,287-99.8% | $5,664-99.8% | $5,306-99.8% |