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.
Employer contribution per participant 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 | $34,373 | $52,670-34.7% | $90,404-62.0% | $73,409-53.2% |
| Participation rate | 26.4% | 67.7%-41.3pp | 72.7%-46.3pp | 72.2%-45.8pp |
| Annual return | 12.35% | 20.70%-8.4pp | 1293.02%-1280.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $190 | $1,872-89.8% | $3,262-94.2% | $2,234-91.5% |
| Participant deferral / active EE | $967 | $2,807-65.5% | $3,963-75.6% | $3,805-74.6% |
| Admin fee / account holder | $1 | $117-99.0% | $5,611-100.0% | $158-99.3% |