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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,469 | $91,538-82.0% | $129,995-87.3% | $75,163-78.1% |
| Participation rate | 59.4% | 71.4%-12.1pp | 78.5%-19.1pp | 67.2%-7.8pp |
| Annual return | 15.63% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $866 | $2,845-69.6% | $4,320-80.0% | $2,670-67.6% |
| Participant deferral / active EE | $2,233 | $4,341-48.6% | $5,820-61.6% | $4,125-45.9% |
| Admin fee / account holder | $786 | $6,790-88.4% | $10,614-92.6% | $5,651-86.1% |