Filed August 13, 2021 (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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,464 | $43,999-35.3% | $79,464-64.2% | $55,725-48.9% |
| Participation rate | 38.0% | 66.9%-28.9pp | 73.3%-35.3pp | 70.9%-32.8pp |
| Annual return | -1.42% | 1.81%-3.2pp | 718.14%-719.6pp | 244.93%-246.3pp |
| Employer contribution / active EE | $458 | $1,830-75.0% | $2,800-83.7% | $2,078-78.0% |
| Participant deferral / active EE | $1,388 | $2,538-45.3% | $3,704-62.5% | $3,356-58.6% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |