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 9-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,162 | $61,272+9.6% | $149,673-55.1% | $71,457-6.0% |
| Participation rate | 61.3% | 62.5%-1.2pp | 78.8%-17.5pp | 67.9%-6.6pp |
| Annual return | 19.27% | 35.85%-16.6pp | 134.42%-115.1pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,047 | $2,378-56.0% | $4,818-78.3% | $2,588-59.5% |
| Participant deferral / active EE | $4,504 | $2,917+54.4% | $5,680-20.7% | $4,289+5.0% |
| Admin fee / account holder | $1,374 | $1,261+8.9% | $13,210-89.6% | $1,587-13.4% |