Filed January 19, 2021
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,861 | $37,196-46.6% | $154,107-87.1% | $55,725-64.4% |
| Participation rate | 20.9% | 64.1%-43.2pp | 83.0%-62.1pp | 70.9%-50.0pp |
| Annual return | 14.57% | 1319.68%-1305.1pp | 735.12%-720.6pp | 244.93%-230.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $594 | $2,068-71.3% | $5,081-88.3% | $3,356-82.3% |
| Admin fee / account holder | $6 | $102-94.3% | $13,411-100.0% | $115-95.0% |