Filed March 10, 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 7-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,416 | $50,982+87.2% | $154,803-38.4% | $85,563+11.5% |
| Participation rate | 28.4% | 59.8%-31.3pp | 78.1%-49.6pp | 66.0%-37.5pp |
| Annual return | 15.04% | 30.35%-15.3pp | 58.88%-43.8pp | 31.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,944 | $2,474+19.0% | $5,540-46.9% | $4,375-32.7% |
| Admin fee / account holder | $10,753 | $846+1171.2% | $14,329-25.0% | $834+1189.0% |