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 | $62,043 | $65,322-5.0% | $70,449-11.9% | $73,488-15.6% |
| Participation rate | 62.1% | 77.0%-14.8pp | 75.1%-12.9pp | 70.7%-8.6pp |
| Annual return | 5.03% | 15.71%-10.7pp | 109.03%-104.0pp | 28.51%-23.5pp |
| Employer contribution / active EE | $1,558 | $2,460-36.7% | $2,737-43.1% | $2,270-31.4% |
| Participant deferral / active EE | $2,539 | $3,375-24.8% | $3,709-31.5% | $3,740-32.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |