Filed June 2, 2022 (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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,156 | $52,467+7.0% | $57,179-1.8% | $55,167+1.8% |
| Participation rate | 65.2% | 75.8%-10.6pp | 75.3%-10.1pp | 69.0%-3.7pp |
| Annual return | 1.02% | 7.72%-6.7pp | 14.59%-13.6pp | 169.23%-168.2pp |
| Employer contribution / active EE | $1,700 | $2,477-31.4% | $2,682-36.6% | $1,963-13.4% |
| Participant deferral / active EE | $2,468 | $2,830-12.8% | $3,096-20.3% | $3,054-19.2% |
| Admin fee / account holder | $4 | $269-98.5% | $3,139-99.9% | $504-99.2% |