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 | $45,374 | $58,879-22.9% | $178,490-74.6% | $73,488-38.3% |
| Participation rate | 49.6% | 66.2%-16.6pp | 81.9%-32.3pp | 70.7%-21.1pp |
| Annual return | 3.87% | 24.86%-21.0pp | 151.07%-147.2pp | 28.51%-24.6pp |
| Employer contribution / active EE | $479 | $2,236-78.6% | $5,011-90.4% | $2,270-78.9% |
| Participant deferral / active EE | $2,224 | $2,567-13.4% | $5,202-57.2% | $3,740-40.5% |
| Admin fee / account holder | $27 | $400-93.2% | $13,984-99.8% | $513-94.7% |