Filed October 18, 2022 (most recent of 19 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.
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 | $86,338 | $97,136-11.1% | $59,878+44.2% | $73,367+17.7% |
| Participation rate | 34.2% | 65.8%-31.6pp | 74.7%-40.5pp | 69.5%-35.3pp |
| Annual return | -2.68% | -2.56%-0.1pp | 3.46%-6.1pp | 173.45%-176.1pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,722-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,512 | $4,036-37.8% | $3,402-26.2% | $4,033-37.7% |
| Admin fee / account holder | $0 | $31-99.4% | $3,590-100.0% | $68-99.7% |