Filed October 23, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,801 | $82,032-82.0% | $123,104-88.0% | $59,632-75.2% |
| Participation rate | 25.0% | 83.2%-58.2pp | 86.8%-61.8pp | 68.7%-43.7pp |
| Annual return | 0.27% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $457 | $4,667-90.2% | $6,230-92.7% | $3,192-85.7% |
| Admin fee / account holder | $12,363 | $5,881+110.2% | $9,015+37.1% | $4,297+187.7% |