Filed May 10, 2018
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.
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 | $75,450 | $58,879+28.1% | $178,490-57.7% | $73,488+2.7% |
| Participation rate | 46.5% | 66.2%-19.7pp | 81.9%-35.4pp | 70.7%-24.2pp |
| Annual return | 16.78% | 24.86%-8.1pp | 151.07%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $747 | $2,236-66.6% | $5,011-85.1% | $2,270-67.1% |
| Participant deferral / active EE | $2,693 | $2,567+4.9% | $5,202-48.2% | $3,740-28.0% |
| Admin fee / account holder | $30 | $400-92.4% | $13,984-99.8% | $513-94.1% |