Filed July 31, 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,844 | $56,638-63.2% | $169,368-87.7% | $74,419-72.0% |
| Participation rate | 99.3% | 67.5%+31.8pp | 77.1%+22.2pp | 70.7%+28.6pp |
| Annual return | 9.97% | 24.75%-14.8pp | 405.60%-395.6pp | 34.38%-24.4pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,223-100.0% | $6,221-100.0% | $4,528-100.0% |
| Admin fee / account holder | $4 | $307-98.8% | $9,003-100.0% | $348-98.9% |