Filed February 26, 2025
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,888 | $65,241+19.4% | $126,539-38.4% | $85,563-9.0% |
| Participation rate | 64.3% | 48.6%+15.7pp | 69.8%-5.5pp | 66.0%-1.6pp |
| Annual return | 20.25% | 42.19%-21.9pp | 425.95%-405.7pp | 31.51%-11.3pp |
| Employer contribution / active EE | $1,354 | $1,937-30.1% | $3,674-63.2% | $2,654-49.0% |
| Participant deferral / active EE | $4,077 | $3,032+34.5% | $4,083-0.1% | $4,375-6.8% |
| Admin fee / account holder | $14 | $1,031-98.7% | $6,065-99.8% | $834-98.4% |