Filed May 19, 2025
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 | $46,525 | $57,976-19.8% | $62,995-26.1% | $62,292-25.3% |
| Participation rate | 41.4% | 75.9%-34.5pp | 74.8%-33.4pp | 69.5%-28.1pp |
| Annual return | 10.94% | 17.54%-6.6pp | 87.57%-76.6pp | 28.90%-18.0pp |
| Employer contribution / active EE | $932 | $2,415-61.4% | $2,759-66.2% | $2,042-54.4% |
| Participant deferral / active EE | $1,516 | $2,956-48.7% | $3,329-54.5% | $3,169-52.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |