Filed October 4, 2022 (most recent of 4 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.
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 | $42,890 | $37,117+15.6% | $147,614-70.9% | $55,191-22.3% |
| Participation rate | 45.9% | 63.6%-17.7pp | 84.6%-38.8pp | 69.2%-23.3pp |
| Annual return | -0.86% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $791 | $1,620-51.2% | $5,564-85.8% | $1,899-58.4% |
| Participant deferral / active EE | $835 | $1,985-58.0% | $4,895-82.9% | $3,046-72.6% |
| Admin fee / account holder | $6 | $86-93.2% | $11,611-100.0% | $91-93.6% |