Filed February 14, 2022
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,840 | $52,953-81.4% | $172,739-94.3% | $65,185-84.9% |
| Participation rate | 91.4% | 66.2%+25.2pp | 82.6%+8.8pp | 70.2%+21.2pp |
| Annual return | 30.23% | 30.12%+0.1pp | 802.84%-772.6pp | 29.38%+0.8pp |
| Employer contribution / active EE | $1,400 | $2,190-36.1% | $5,143-72.8% | $2,177-35.7% |
| Participant deferral / active EE | $1,311 | $2,471-46.9% | $5,198-74.8% | $3,514-62.7% |
| Admin fee / account holder | $27 | $472-94.2% | $13,954-99.8% | $847-96.8% |