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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,210 | $47,977-24.5% | $154,107-76.5% | $56,287-35.7% |
| Participation rate | 51.7% | 66.2%-14.5pp | 83.0%-31.4pp | 69.9%-18.2pp |
| Annual return | 8.75% | 3.54%+5.2pp | 735.12%-726.4pp | -9.96%+18.7pp |
| Employer contribution / active EE | $476 | $2,169-78.0% | $5,298-91.0% | $2,111-77.4% |
| Participant deferral / active EE | $2,038 | $2,392-14.8% | $5,081-59.9% | $3,350-39.2% |
| Admin fee / account holder | $24 | $438-94.5% | $13,411-99.8% | $521-95.3% |