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 | $57,673 | $60,795-5.1% | $69,455-17.0% | $65,185-11.5% |
| Participation rate | 47.5% | 74.9%-27.4pp | 74.6%-27.1pp | 70.2%-22.7pp |
| Annual return | 5.39% | 17.46%-12.1pp | 28.97%-23.6pp | 29.38%-24.0pp |
| Employer contribution / active EE | $1,154 | $2,452-52.9% | $2,779-58.5% | $2,177-47.0% |
| Participant deferral / active EE | $1,786 | $3,162-43.5% | $3,535-49.5% | $3,514-49.2% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |