Filed June 2, 2022 (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 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,500 | $55,453-37.8% | $170,442-79.8% | $62,292-44.6% |
| Participation rate | 50.5% | 66.4%-15.9pp | 83.6%-33.1pp | 69.5%-19.0pp |
| Annual return | 11.10% | 21.38%-10.3pp | 205.93%-194.8pp | 28.90%-17.8pp |
| Employer contribution / active EE | $466 | $2,164-78.5% | $5,433-91.4% | $2,042-77.2% |
| Participant deferral / active EE | $1,711 | $2,303-25.7% | $4,939-65.4% | $3,169-46.0% |
| Admin fee / account holder | $26 | $455-94.3% | $13,880-99.8% | $479-94.6% |