Filed November 26, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,426 | $91,552-83.2% | $133,956-88.5% | $79,858-80.7% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 21.46% | 61.85%-40.4pp | 45.09%-23.6pp | 31.71%-10.3pp |
| Employer contribution / active EE | $836 | $2,384-64.9% | $3,919-78.7% | $2,471-66.2% |
| Participant deferral / active EE | $1,909 | $3,733-48.9% | $5,048-62.2% | $3,740-48.9% |
| Admin fee / account holder | $153 | $6,321-97.6% | $8,927-98.3% | $5,306-97.1% |